About us

Dedicated to delivering straightforward mortgage and insurance advice. We guide you through your options to help you choose solutions suitable for your needs.

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We are a dedicated Mortgage and Insurance advisory firm committed to providing clear, professional, and compliant advice tailored to your individual circumstances. Whether you are buying your first home, moving property, remortgaging, investing, or reviewing your protection needs, our role is to guide you through your options with clarity and confidence.

We understand that mortgages and insurance can feel complex and overwhelming. Our approach is to simplify the process, explain your options in plain English, and help you make informed decisions that align with your financial goals and personal circumstances.

Our Approach

We offer a fully advised service, taking the time to understand your needs before making any recommendations. Every client’s situation is different, and any advice we provide is based on a careful assessment of your circumstances, affordability, and objectives.

We work with a wide range of mortgage lenders and insurance providers, allowing us to research and compare products available to us. This enables us to identify solutions that may be suitable for your needs, while clearly explaining the features, benefits, risks, and costs involved.

Our Commitment to You

We pride ourselves on providing:

  • Clear and honest communication

  • Transparent advice with no unnecessary jargon

  • Ongoing support throughout your mortgage or insurance journey

  • A professional, client-focused service

We believe good advice is not just about arranging products, but about helping you understand your choices so you can make confident, informed decisions.

Get in Touch

If you would like to discuss your mortgage or insurance needs, or simply want an initial conversation to understand your options, please contact us. We are here to support you with clear, FCA-compliant advice every step of the way.

 

MORTGAGE

Buying a home is one of the most important financial decisions you will ever make. That’s why we offer tailored mortgage advice based on your personal needs and circumstances, rather than a one-size-fits-all approach. We guide you through every step of the process to help you make informed and confident decisions.

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PROTECTION

We provide a wide range of protection solutions designed to safeguard you and your family’s future. From life cover to income protection, our advice ensures you have the right level of cover in place, offering peace of mind should the unexpected happen.

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Why Choose Us?

We provide personalised mortgage and protection advice to help you understand your options and make informed financial decisions.

Our experienced team supports you throughout your financial journey, offering guidance tailored to your individual circumstances and needs.

Blogs

15 September 2023 New Build Property Buyer’s Guide

Considering a new build? There’s never been a better time. With stricter regulations in place, buying…

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15 September 2023 How To Convince A Mortgage Lender To Approve Your Application

For many people, getting a mortgage is essential to buy a house, but only if it…

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15 September 2023 Mortgage Advice for First-Time Buyers | 7 Glorious Tips

Going through the rigmarole of becoming a first-time buyer can indeed seem like a chore.…

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Have Questions? Arrange a Consultation

If you would like to discuss your mortgage or protection options, please complete this form, and one of our advisers will contact you to provide guidance based on your individual circumstances.

     

    Your home may be repossessed if you do not keep up repayments on your mortgage or any loan secured against it.

    Wealth Financial Services Ltd is an Appointed Representative of Marklay Mortgages Ltd. (FCA reference number 930490), which is authorised and regulated by the Financial Conduct Authority. Wealth Financial Services Ltd is entered on the Financial Services Register under reference number 997684.

    Please note that the Financial Conduct Authority does not regulate some forms of Business Buy to Let mortgages or commercial mortgages arranged for limited companies.

    A fee may be payable for mortgage advice. The exact amount will depend on your individual circumstances and will be clearly explained and agreed with you before you proceed.

    The information and advice provided on this website is subject to UK regulatory requirements and is intended primarily for consumers based in the United Kingdom.

    Wealth Financial Services Ltd is registered in England and Wales (Company Number: 14754538). Registered Office: Crown House, Suite 302, 60 North Circular Road, London, NW10 7PN.

    Commission Disclosure: We are a credit broker, not a lender. We have access to a wide range of lenders and, following an assessment of your needs and circumstances, we will recommend a suitable lender and product. You are under no obligation to follow our advice or recommendations. We typically receive commission from the lender once your mortgage or loan completes. The commission is usually calculated as a percentage of the amount borrowed and may vary depending on the lender and product selected. The level of commission received does not affect the amount you pay under your credit agreement.

    Complaints Procedure: We are committed to providing a high standard of customer service. If you are dissatisfied with our service and wish to make a complaint, please contact: Compliance Department, Wealth Financial Services Ltd, Crown House, Suite 302, 60 North Circular Road, London, NW10 7PN or call on 020 8050 1856. If we are unable to resolve your complaint to your satisfaction, you may be entitled to refer it to the Financial Ombudsman Service.