Insurance & Mortgage Advice for Business Owners, Professionals and Investors.
Bespoke advice to help you get the home you want, safeguard your income and save you time, effort and money.
Speak To An Adviser
Pop your details in below and one of our expert advisers will call you straight back...
Mortgage Planning for Busy Professionals
Larger Loans
Borrow more with a mortgage based on profits, not just dividends.
Lower Rates
Products from across the market and exclusive deals.
Faster Decisions
Responsive, professional and all at a time to suit you.
As a profitable business owner, you might think arranging a mortgage would be easy.
Unfortunately, this isn’t always the case.
You may be profitable, prudent and structuring your income in the most tax efficient way, but still be treated as higher risk.
This could lead to lower loans, higher rates or even being declined and missing out on your dream home.
Bespoke advice is needed to get the right result.
That’s where we come in.
For many years we have helped Business Owners and Professionals secure the mortgage they need. We have secured higher loans, lower rates, faster decisions and often found solutions where others can’t.
Let’s Take Care of Business
Protect Profit
Retain Control
Repay Debt
Secure Income
If you or a valued member of your team was unable to work, what would happen to your business, profit and income?
Many businesses insure against external risks, but few protect against the biggest financial risk – the loss of key people.
If you or a key member of your team was unable to work due to death or illness, what impact would this have on your business and your income?
Business continuity planning is essential for any profitable business. However sometimes there isn’t a sufficient plan in place. This is usually because of a lack of time, awareness and knowledge or sometimes perceived cost.
These may be valid reasons, but that won’t help you if the worst happens. You need to take action.
That’s where we come in.
We offer no obligation consultations and free risk reports that can help you build a more robust and resilient business. This helps ensure that both your business and your income are protected should the worst happen. We can also work with other professional advisers such as your Accountant or Wealth Manager to make sure that this is done in the most cost effective and tax efficient way.
Why use us?
Bigger Choice
Bespoke Advice
Faster Decisions
Latest News
Understanding the Bank of Mum and Dad: Mortgage Support Explained
Understanding the Bank of Mum and Dad: Mortgage Support Explained For many buyers, getting onto the property ladder—or moving up it—can be challenging. House prices in many areas remain high compared to average incomes, and lenders’ affordability assessments can...
How a Joint Borrower, Sole Proprietor Mortgage Helped a First-Time Buyer Secure Their Dream Home
How a Joint Borrower, Sole Proprietor Mortgage Helped a First-Time Buyer Secure Their Dream Home When you are a first-time buyer with big ambitions, the numbers on paper don’t always tell the full story. One of our accountancy partners referred to a client who wanted...
How the 18-Month Rule Works for Self-Employed Mortgages
How the 18-Month Rule Works for Self-Employed Mortgages Applying for a mortgage when you are self-employed can feel more complicated than it should. One of the most common questions we hear is: “How recent do my accounts or tax returns need to be?” This is where the...