Huddersfield
Independent impartial advice from 30 years experienced Mortgage and Protection adviser, having worked in a bank and estate agents. Helping First time buyers, movers, remortgage customers with their borrowing needs. New Build and Help to buy, Transfer of Equity and further borrowing.
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2 customer reviews
Nicola Batley
Mortgage Advice
Had a lovely call from Anne Marie, what a warm friendly lady. Planning to call her on Saturday
Gel
Mortgage Advice
Quick response still about to use their services.
Joan Sykes
Anne - Marie really helped me with my financial circumstances professionally and with genuine kindness towards my situation . My experience has made me more secure and most of all understand my requirements for the future better. I feel so much more on top of things and she has done a great job of helping me. Thank you so much for your patience and support and making something that was very difficult to start with feel more manageable. More...
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What do you love most about your job?
Finding the right solution and lender for each and every customer, whether it is buying their first home, moving home, helping buy an investment property or simply needing to borrow a bit more on their existing home. Ensuring they have the right type of protection in place should they find themselves in a situation which could see them lose their home, through accident, sickness, unemployment, death, or diagnosis of a life-limiting condition.
What inspired you to start your own business?
I'm not restricted to the 9-5 working and can be more flexible when seeing and meeting customers.
Why should our clients choose you?
I've had my own mortgage and bought and sold homes, my family are older now, but I understand the commitments and strains of having a young family and the financial pressures that come with being a parent. I've worked both in a Bank for 9 years as a Mortgage adviser and 10 years in an estate agent as a Mortgage Adviser and previously as a Financial Adviser. I have clients from all walks of life with completely different circumstances, finanacial needs and credit history and all are treated individually and not just 1 size fits all approach. I believe there is a lender for every type of client and my role is to find the right lender for the right client at the right price.
Can you provide your services online or remotely? If so, please add details.
Yes I am able to email, zoom or call clients. Previously I would visit clients in their homes at a time to suit them within a working week.
What changes have you made to keep your customers safe from Covid-19?
Appointments are now remote by phone, Zoom or Teams
Mortgage & Protection Advice
Residential and Buy to Let mortgage advice, guidance, sourcing, presenting to lender and obtaining agreement in principal. Full support through application to completion and picking up the keys.
Advice on Cost of moving, budgeting, legal process and what to expect.
Protection, life and critical illness, income replacement and accident, sickness and unemployment cover and Buildings and contents advice.