Best Financial Advisors in Winchester

To complete your initial mortgage consultation your Adviser will let you know everything they require from you. Generally, they will need to see the following documentation: Details of existing financial commitments An overview of your income and expenditure Existing mortgage arrangements Details of your credit history (please visit our Credit Reports page if you need help obtaining a report)

We are based in a small village called Upham situated between Southampton and Winchester, however each of our advisors work with clients throughout the UK on a daily basis. Read more about Upham and surrounding areas here

All our advisors are experienced in helping clients over the phone, internet, e.g. Zoom or Teams, and also face-to-face. We have a spacious office with meeting rooms where you can chat with your adviser in private and in comfort.

There are various ways in which we might receive payment for our advice and services. We may receive commission from a mortgage lender (known as a procuration fee) or insurance provider. Should we receive any commission, we will disclose this amount to you by way of a mortgage illustration or quotation. We may also receive an introducer fee should we pass your specialist professional adviser. If this happens we also disclose this to you.

Not a problem. You can email your Adviser or their Administrator and let them know your query. Alternatively, you can call the Office on 01489 876574 and speak to them directly and they will do their best to answer any queries there and then. During busy periods, their may be a short delay.