Mortgage planning

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MORTGAGE ADVICE THAT’S AS UNIQUE AS YOU ARE

Getting the right mortgage advice is so important. Our expert team offer mortgages from a wide range of lenders and we search hundreds of mortgage products to find you a great deal. Once we have found you a mortgage deal, we will complete all the paperwork, submit the application to the lender and guide you through the legal process until completion.

Whether you are looking to remortgage, move home or buy your first property our friendly mortgage team are here to help.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

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WHAT TYPE OF MORTGAGE ARE YOU LOOKING FOR?

We’re a blend of expert knowledge, skills and passion – and we’d like to think the ultimate formula for great financial planning.

First Time Buyer
Buying your first home can be a very exciting albeit daunting experience which is why it is important to get the right advice at the very start. There are many different mortgage products to choose from so it is important to get the solution that is most suitable for your needs.

To help you to make the right decision we have put together our Top Tips for first time buyers:

How much can I borrow?
It is important to be realistic when working out how much you can spend on your new home. A budget planner will help to ensure your mortgage is affordable.

How much deposit will I need to put down?
When choosing a mortgage, you can see which deals you might qualify for based on the size of the deposit you have by looking at what is known as the mortgage ‘loan to value’ (LTV). For example if you are looking to buy a property valued at £100,000 and have a £5,000 deposit you will be looking to borrow 95% of the property value. Typically the more deposit you have to put down the better the mortgage rates will be.

Have you considered any extra costs?
Even a newly built house will require some sort of furnishings, whereas older properties may require extensive work, such as re-flooring, tiling or renewing the wiring. These should be considered alongside the purchase price, and fees such as conveyancing and stamp duty.

Know what to look for when viewing properties.
Always take an experienced home buyer with you when viewing properties as there may be important details you could be missing out on.

Household Budgets.
If you have been used to living at home with your parents, remember to budget for expenses such as council tax, gas and electricity bills, boiler servicing, and other home repairs.

Council Tax Charges.
Make sure you know what the likely council tax charge will be in your new property. The selling agent should be able to tell you what tax band the house you are interested in buying is in, and how the charges are levied by your local authority.

Remember a mortgage is a long term commitment and there are lots of different products available, so it is important you get the right solution for you.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Remortgage

Your existing mortgage deal may be coming to an end and you’re about to move onto the lenders standard variable rate which could result in an increase in your monthly mortgage payments.

Remortgaging before your term ends could potentially save you money by switching to another deal or another lender. There are plenty of reasons why you might want to consider a remortgage, perhaps you want to cover the cost of home improvements or need to pay off expensive debts.

Whatever your requirements we are here to help.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME

CONSOLIDATING DEBT MAY REDUCE YOUR OUTGOINGS NOW, HOWEVER YOU MAY PAY MORE INTEREST OVER YOUR MORTGAGE TERM

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Moving Home

Ready to buy your next home? Buying and selling properties at the same time can be stressful. That’s why we ease the process by taking care of your new home mortgage, whilst you focus on the big move!

Moving house is often a great time to review your current mortgage, as they are generally very competitive for house movers. You will need to consider how much more you can afford to borrow and how you will pay for any potential charges for changing your current mortgage, which we can help you with.

A review from our expert mortgage team can tell you how much more you can afford to borrow and which mortgage is most suitable for your needs. We will also work with you to secure you an Agreement in Principle for no charge or obligation.

When you are ready to move forward with your mortgage application, we will manage the whole process for you, liaising with your lender, solicitor and estate agent, so you can sit back, relax and think of how you are going to arrange your furniture in your new home!

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Buy to let

Whether you’re becoming a landlord for the first time or you’re looking to expand an existing portfolio you will need to take out a buy to let mortgage rather than a standard residential mortgage. A buy to let mortgage is specifically for people who are buying a property to rent out to a tenant or tenants.
How do buy to let mortgages differ from residential mortgages?

Interest rates are usually higher on buy to let mortgages compared to residential.

Whereas for residential mortgages your deposit could be as little as 5% of the property value you will have to pay generally around 25% for a buy to let mortgage.

Unlike a standard mortgage, where the amount you can borrow is linked to your income, with a buy to let mortgage, the lender will instead look at how much rent you could make from the property on which the mortgage is secured.

We can help you arrange a bespoke buy to let solution that’s tailored to you.

Call our expert team today to find out more.

MOST BUY TO LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

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WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

40+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 40 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
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Financial Planning

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Inheritance Tax

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Retirement Planning

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Protection Planning

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Investment Planning

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Mortgage Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.