Barnsley Financial Advisors

The main thing to look for when choosing your mortgage broker in Barnsley is to ensure that they offer whole of market advice. A whole of market broker can access many mortgage lenders and products. In all cases we charge no broker fee.

We look at the whole financial situation. When moving home or remortgaging it is an ideal time to look and review other financial products such as life insurance or home insurance. Because you are getting expert advice from a qualified Barnlsey mortgage broker anyway why not listen to and possible take their advice on other very important matters.

As well as offering mortgage and life insurance we can also look after all your financial planning needs such as pensions and investments through the referal to a suitably qualified adviser. Whatever your needs to see how we can help you either fill in the online enquiry form or ring Damian on 07912 076990

A financial adviser should be a trusted friend who will look after your finances and put your needs ahead of their own. Unlike a customer who buys a commodity or service a Barnsley financial adviser should treat you like a client that is under the protection of another. We aim to build a life long client adviser relationship where we will put your needs first and build a mutually beneficial partnership.

Areas of financial planning that we can help you with are Pensions, Investments, Life Insurance and Mortgages. For pensions and investments we will refer you to a suitably qualified adviser. Each area is examined to show how we can be of help to you.

Mortgages – We are a whole of market mortgage broker offering everything from commercial mortgages to residential first time buyer mortgages.

Investments – From regular premium ISAs to lump sum bonds, unit trusts and ISA or PEPs and TESSA transfers we can refer you to a suitable adviser.

Life Insurance – Various types of insurance can be advised upon from basic term insurance to inmcome protection.

Pensions – Everything from pensions transfers to setting up regular premiums into a stakeholder pensions can be helped through a suitably qualified referal partner.

If you want to speak to a Barnsley financial adviser today with no obligation and to see how we can help you ring Damian on 07912 076990