Welcome. We are 'No Jargon, No Fuss' mortgage and financial advsers in Somerset, giving friendly financial advice to all generations of Dorset, Wiltshire, and Devon.
With decades of proven and trusted experience, our non-corporate, down to earth mortgage and financial advice ensures that you receive clarity and honesty from friendly, approachable individuals, not salespeople.
Whether you're a first-time buyer looking to remortgage, or seeking useful pension advice, we are here to bring those plans to life without treating you like a sales target.
Our well-reviewed and highly referred services reflect a growing desire for friendly, straight-talking, and efficient financial advice. Come on in, let's chat about how we can help.
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Financial Advice In A Language You Know
Our clients really appreciate the down to earth approach from our financial and mortgage advisers in Yeovil, Somerset and Dorset. Here are some important points:
Clear Communication: Our primary responsibility as advisers and mortgage broker Dorset, Somerset & Devon is to demystify complex issues. Use straightforward language, avoid jargon, and break down terms into understandable examples.
Tailored Approach: Understanding your background, education, and financial knowledge allows us to adjust our communication style to compliment our recommendations.
How We Can Help You
Find the Best Mortgage Rates and Terms
Access thousands of mortgages and exclusive rates with ease.
Receive non-corporate, friendly mortgage and insurance advice. We promise no sales speak or jargon.
Enjoy transparent fees and free ongoing support through mortgage and protection reviews. Discounts available to First Time Buyers, Sole Applicants, and more.
Flexible appointments with a local mortgage broker Somerset, Dorset, and Devon. Including evenings and weekends. Available via phone, video call, or in-person at our office, or your home (by arrangement).
Review Existing Pensions:
We'll review your current pension plans, including tracing and consolidating any old pensions.
Determine Ideal Retirement Income:
We'll establish the ideal retirement income that matches your lifestyle goals and financial needs.
Set Investment Strategy:
We'll create a tailored investment strategy aligned with your goals and risk profile.
Prepare for Drawdown and Crystallisation:
We'll guide you through drawdown and crystallisation phases, ensuring efficient management of your pension and securing your family's future.
Achieve Your Investment Goals:
We can help you reach your investment goals by crafting a strategy tailored to your unique needs and aspirations.
Connect with Local Advisers:
Financial adviser Yeovil available to support you in person, over the phone, or via video call accross Dorset & Devon.
Intelligent Diversification:
We diversify your investments intelligently to keep your portfolio balanced and resilient.
Regular Reviews:
Financial planning Yeovil, Somerset & Dorset offer regular reviews & support to keep you on track through life’s changes.
Saving & Investment Advice
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up with your mortgage repayments.You may have to pay an early repayment charge to your existing lender if you remortgage. The Financial Conduct Authority does not regulate most Buy to let mortgages.
How To Protect Your Mortgage
Speak With Us About Insurance Options, And Why It Is Often An Essential Component Of Buying A Home.
Life Insurance & Critical Illness
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Mortgage & Income Protection
Click the image for examples of how mortgage and income protection can help.
Click the image to discover more and obtain a free home insurance quotation.
Buildings & Contents Cover
Frequently Asked Questions
Mortgage Advice
1. What services do your mortgage advisor Yeovil, Somerset & Dorset offer? We provide tailored mortgage solutions to suit the needs of residents across the south west. These include first-time buyer mortgages, remortgaging options, buy-to-let mortgages, and residential mortgage options. Whatever your mortgage needs, our team is here to guide you.
2. What are current mortgage rates like? Mortgage rates can vary based on the current economy, your personal circumstances and the type of mortgage product you choose. Our experts will help you compare mortgage rates to find the most competitive deal available.
3. How do I get a mortgage as a first-time buyer in Somerset? We specialise in helping first-time buyers navigate the mortgage process. From understanding your options to finding the best rates, we ensure the journey to your first home is as smooth and stress-free as possible.
4. What remortgaging options are available in Somerset & Dorset? If you're looking to remortgage, we offer a range of affordable options to help you secure a better deal or release equity from your property. Our advisors will guide you through the process and find the best solution for your financial goals.
5. Do you offer advice on buy-to-let mortgages in Somerset & Dorset? Yes, we provide expert advice on buy-to-let mortgages for those looking to invest in rental properties in Somerset and Dorset. Our team will help you understand the market, assess your options, and choose the right mortgage product.
6. Can I use a mortgage comparison site to find deals? While mortgage comparison sites can offer a general overview of available rates, nothing compares to personalised advice from experienced brokers. We assess your individual circumstances to find the best deals that meet your specific needs.
7. Who is the best mortgage broker in Somerset & Dorset? Whilst we don't claim to be the best, our reputation as a trusted mortgage broker in Somerset and Dorset stems from our commitment to personalised service, expert advice, and a focus on achieving the best outcomes for our clients. We prioritise your goals and ensure a seamless process from start to finish.
8. Can you help self-employed individuals with mortgage advice in Somerset & Dorset? Absolutely. We understand that self-employed individuals can face unique challenges when applying for a mortgage. Our team will guide you through the process and help you secure a mortgage that fits your circumstances.
9. What is the mortgage application process like? The process involves several key steps, including an initial consultation, eligibility assessment, submission of required documents, and final approval. We make it straightforward by handling the complexities on your behalf, ensuring a smooth application experience. Speak with our mortgage brokers Somerset and Dorset for expert advice.
10. Do you have a mortgage calculator? Yes, our mortgage calculator is a useful tool to help you estimate your mortgage payments. It's a great starting point for understanding your options, and our advisors are always available to provide further guidance.
For more personalised assistance and to discuss your mortgage needs, feel free to get in touch. We're here to help you find the best mortgage advice in Somerset & Dorset!
Financial Advice
1. How can I start planning for my retirement in Somerset, Dorset, and Devon? Planning for retirement involves setting clear goals, understanding your current financial situation, and working with a pensions financial advisor Yeovil, Somerset, and Dorset to create a tailored plan.
2. What is the importance of having a diversified investment portfolio? A diversified investment portfolio helps spread risk across different asset classes, reducing the impact of market volatility on your overall investments. A financial adviser Yeovil, Somerset and Dorset can help.
3. How do I determine the right investment strategy for my risk tolerance? Your investment strategy should align with your risk tolerance, financial goals, and time horizon. Our advisers can help you assess your risk profile and recommend suitable strategies. Speak with our investment advisors Yeovil, Somerset, and Dorset today.
4. What are the benefits of using a financial adviser for tax planning? A financial adviser can help you identify tax-saving opportunities, ensure compliance with tax regulations, and develop strategies to minimise your tax liabilities.
5. How do I calculate my potential pension income? You can use our Pension Income Calculator to estimate your future pension income based on your current savings, contributions, and expected growth rates.
6. What are the key elements of a comprehensive financial plan? A comprehensive financial plan includes budgeting, saving, investing, retirement planning, tax planning, and estate planning.
7. How often should I review my financial plan? It is recommended to review your financial plan at least annually or whenever you experience significant life changes, such as a new job, marriage, or the birth of a child.
8. What are the advantages of working with a local financial adviser in Somerset, Dorset, and Devon? Local financial advisers have a deep understanding of the regional market and can provide personalised advice tailored to your specific needs and circumstances.
9. How can I estimate the future value of my investments? Use our Investment Calculator to estimate the future value of your investments based on your initial amount, annual contributions, rate of return, and investment duration.
10. What should I consider when creating a retirement income strategy? When creating a retirement income strategy, consider factors such as your desired lifestyle, expected expenses, potential sources of income, and strategies for managing withdrawals and tax implications.
For more personalised assistance and to discuss your financial needs with a financial advisor Yeovil, Somerset & Dorset, feel free to get in touch. We're here to help you achieve your financial goals!
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