Symmonds de Lacey

A small team with big ideas

Symmonds de Lacey provide bespoke mortgage and insurance advice to business owners, property investors and later life borrowers. Built on a foundation of solid relationships and strong values, we work entirely on behalf of our clients. Our commitment is to provide expert advice, competitive products and excellent service.

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Symmonds de Lacey 9 About Us

Introduction

Symmonds de Lacey is made up of a team of mortgage and insurance professionals with over 100 years combined industry experience.

Our core strengths are teamwork, problem solving and delivering results.

We have helped thousands of people get the mortgage and insurance solution they need and most of our business comes from existing clients and referrals.

What We Do

Mortgages and insurance are more complex than ever. Our aim is to make a complicated process as easy as possible.

As specialist advisers, we research and analyse the market for you. By combining our experience with strong lender relationships, we often find solutions where others can’t.

By consulting with other professional advisers (such as your Accountant or Wealth Manager) we deliver competitive mortgage and insurance solutions that considers tax efficiency and investment return.

Our commitment is to ensure you receive bespoke advice, competitive solutions and excellent service..

How We Work

Over may years, we have developed a simple 6 stage process that consistently delivers results. Whether it’s face to face, telephone or online, our approach ensures you receive advice and service of the highest quality.

1. Enquiry

Contact us by telephone, email or complete the online form with your enquiry.

2. Consultation

Free consultation with no obligation to discuss your plans and clarify your needs.

3. Research

We carry out market research and analysis on your behalf to find the right products.

4. Recommendations

We recommend a competitive solution tailored to your needs.

5. Processing

We complete the paperwork for you and deal with all parties on your behalf until your solution is delivered.

6. Reviews

We regularly review your arrangements to ensure they remain competitive and suitable.

Initial consultations are completely free of charge.

There’s no obligation to proceed and our broker fee will only become payable if we proceed to a full application.

Meet The Team

We have helped thousands of people throughout the UK and abroad. Most of our business comes from existing clients and referrals due to the expertise, experience and work ethic of our team.

Ian Symmonds

Director

About Ian

Ian has worked in financial services for over 20 years gaining valuable experience in various roles within the mortgage and insurance industry before setting up on his own 2007. Despite difficult market conditions in the early years, Ian was able to build solid relationships with both clients and business partners as a result of combining a strong work ethic with expert advice and excellent service. This approach has led to Symmonds de Lacey moving from strength to strength on a solid foundation of existing clients and referrals. In addition to advising clients, Ian remains committed to finding new ways to add value and improve the service that Symmonds de Lacey provides and feels fortunate to lead such a professional and results driven team.

Lorna

Director

About Lorna

Lorna has over 15 years of financial services industry experience having held administration, customer service and underwriting roles before moving into senior management at a top 10 UK mortgage lender. A consummate professional, Lorna has helped with the development of Symmonds de Lacey since its inception and is dedicated to making sure that the company delivers results for its clients, staff and business partners.

Carly

Client Manager

About Carly

Carly is a conscientious and hard working professional with over 12 years experience within financial services and marketing. Having worked for small businesses for most of her career, Carly understands the value in providing excellent customer service and combines rare qualities such as the ability to work on her own initiative and a strong work ethic to consistently deliver results for clients.

Alison

Client Manager

About Alison

Alison brings a wealth of mortgage industry experience to the team having worked in various senior roles including underwriting manager and product and sales team leader. Alison is a conscientious professional who combines specialist knowledge with a friendly and personable approach to manage the application process on behalf of clients. With a meticulous attention to detail and strong work ethic, Alison is committed to delivering results for our clients and providing the best customer service possible.

Gareth

Later Life Mortgage Advisor