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We provide financial planning and mortgage advice
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“Both my wife and I would like to say a massive thank you to James. He helped us on every
financial step of the way in the purchase of our dream home, from sourcing the correct
mortgage, to ensuring we are both covered adequately should the un-expected ever happen.
See you in three years when were due for a remortgage!! Thanks”
Simon & Stacey – Stourbridge
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Our advice is always individually tailored to reflect the individual needs of our clients
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“Thank you for your knowledge & expertise to get us on the property ladder! There is no way we
would have achieved this without you. You worked tirelessly and nothing was ever too much or a
phone call too late. You fitted around our hectic life schedules & stood by us when we thought
we’d been gazumped. Your advice was better than helpful and for all this we can’t recommend you
high enough! Thank you so much”
Fran & Bob – Wolverhampton
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Our aim is to provide a quality and professional service
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“Excellent and professional service, James was knowledgeable with the products that were
offered and found the right product to suit our own requirements. I would recommend his services
to family and friends ”
Stuart & Laura – Halesowen


We can offer advice on a wide range of mortgage products, with varying interest rates and repayment options available no matter what your circumstances.  

Buy to Let

Investing money in property needs careful consideration and you need to be absolutely sure of the risks involved. Buy to let mortgages are not regulated by the Financial Conduct Authority.


When it comes to you, your family, your financial security and your possessions, you will want to protect them. How can Life and Protection insurance help you and your loved ones?

Your home may be repossessed if you do not keep up repayments on your mortgage.
Download here

Spring newsletter 2020

Click here to download our Spring 2020 newsletter.