Independent mortgage advice and protection specialists, we have been established with one thing in mind – you. Our main objective is to ensure that we provide a ‘one-stop-shop’ for you and your family.

Our promise is to guide you through which ever product you require, we will select the most suitable product and complete all relevant paperwork with you. Whether it’s your first time, or one of many we will take you step by step through every part of the process – ensuring you know what is happening at every stage. We always aim to ensure that we put you in the best financial position possible.

Our company was formed in February 2013 and we have been giving professional and honest advice to numerous customers ever since. The financial market place, with all its changes, can seem a little daunting at times with 1000’s of mortgage deals, what seems like a never ending list of protection products and comparison websites galore. Let us compare products for you and this is where our expert advice and experience comes in. We will help and guide you through all aspects of your finances, from finding the best mortgage deal, protecting your family and loved ones through to organising your companies life insurance, we are here to guide you no matter what.

We have spent the last few years building up real relationships with many other companies that will assist us in developing our business model, so you can be sure that if we cannot directly deal with your request we will know the best that can!

We have friendly professional experts on hand to give you the advice that you need. With appointments available 7 days a week, and evenings too. Contact us today to arrange an appointment simply complete the contact us section or call on 01656 856120.



Dale Smith

Company Director

Dale established the company in February 2013 having come from an extensive insurance background, having previously worked for some of the largest insurance broking companies in the country. He has over 10 years of experience in the industry and is committed to ensuring all his customers get the best service. He regularly revisits clients to ensure the products they hold are still relevant to them, by doing this he has built up a large base of clients who put their complete trust in his work. Dale is very much a people person and often spends 8-10 hours per day on the road visiting clients up and down the country.


Huw Martinson

Mortgage Consultant/Office Manager

Huw joined the company since April 2014, bringing an extensive knowledge of the mortgage industry to the business. He is a fully CeMAP qualified mortgage adviser and is currently working towards qualifications in Equity Release. Huw took over the day to day running of the office during 2015, enabling the company to grow and put new processes in place whilst training other staff to also become mortgage qualified.


Curtis Henry

Head of Administration

Curtis has worked for the company since October 2013, initially joining as an apprentice administrator and upon successful completion of an apprenticeship in business administration continuing on to his current job title. Curtis is responsible for the training and competence of all administration staff and integrating our extensive client tracking systems into the everyday working schedule.


Sarah Williams

Provider Relationship Manager