Business Details
Your Trusted Mortgage Brokers in Taunton
Established as independent mortgage and protection specialists, we provide tailored financial solutions to meet diverse client needs. Our team of fully qualified advisors combines extensive industry experience with a commitment to whole-of-market advice, ensuring clients access the most suitable mortgage products without lender ties. With an in-house protection team, we offer comprehensive insurance services including life, income, and property coverage, all designed to safeguard clients' financial futures.Our services extend to equity release, buy-to-let mortgages, and estate planning partnerships, reflecting our dedication to holistic financial guidance. Regulated by the Financial Conduct Authority and proud members of the Equity Release Council, we prioritise transparency, client education, and ongoing support throughout the mortgage lifecycle.
Services
Mortgage Advice
Buy to Let Mortgages
Lifetime Mortgages
Income Protection
Wills & Estate Planning
Buildings Insurance
Highlights and features
- We offer independent whole-of-market mortgage advice with no lender ties
- Our advisors hold specialist qualifications in lifetime mortgages and protection
- Dedicated in-house protection team for insurance needs
- 40+ combined years of experience in mortgage advisory services
- Regulated by the Financial Conduct Authority for client protection
Associations and certifications
- Financial Conduct Authority
- Equity Release Council
Services
Mortgage Advice
Our independent mortgage advisors provide whole-of-market advice to help clients find suitable residential mortgages. With no lender ties, we research all available products to match individual financial circumstances. Our FCA-regulated service includes application submission, credit checks, and ongoing communication with solicitors and estate agents throughout the mortgage process.
Buy to Let Mortgages
Specialist buy-to-let mortgage solutions for property investors with portfolios of all sizes. We offer competitive rates for both individual and company-owned properties, with dedicated support for capital raising and remortgaging. Our advisors understand rental income optimisation and provide tailored landlord insurance options through our in-house protection team.
Lifetime Mortgages
Regulated lifetime mortgage solutions for homeowners aged 55+. This equity release service allows clients to access tax-free cash while retaining property ownership. Our qualified advisors assess eligibility based on property value and personal circumstances, offering no-monthly-payment options that become repayable upon death or long-term care admission.
Income Protection
Comprehensive income protection services through our dedicated in-house team. We provide life insurance, critical illness cover, and family income benefit plans tailored to individual needs. With access to multiple providers, we create cost-effective protection packages that safeguard mortgage payments and family finances against unforeseen circumstances.
Buildings Insurance
Specialist buildings and contents insurance services for homeowners and landlords. Our DEFQATO-rated insurance solutions protect property investments with coverage tailored to individual requirements. We ensure appropriate coverage levels for mortgage compliance while offering flexible terms to suit different property types and client budgets.
People
Gareth Markham
Managing Director
Experienced mortgage professional with 20+ years in financial services. Specialises in mortgage advice and lifetime mortgages. Leads compliance and oversees client protection services. Holds specialist equity release qualifications.
Felicity Chappell
Director of Mortgages
Mortgage specialist with extensive experience in residential and buy-to-let financing. Manages mortgage advisory team and ensures delivery of high-quality, compliant financial advice across all mortgage products.
Samantha Highfield
New Build Director
Specialist in new build property mortgages with expertise in Help to Buy schemes. Coordinates with major South West house builders to facilitate property purchases with minimum 5% deposits.
James Devlin
Mortgage Advisor
Qualified mortgage advisor providing tailored residential mortgage solutions. Assists clients with first-time purchases, remortgaging, and property investment financing across the South West region.
Anna McErlain
Mortgage Advisor
Experienced mortgage advisor supporting clients with home purchases, equity release options, and protection needs. Provides clear guidance through the mortgage application process from initial enquiry to completion.
Questions
What mortgage services do you offer?
We provide residential mortgages, buy-to-let financing, lifetime mortgages, and new build property mortgages through Help to Buy schemes. Our FCA-regulated advisors offer whole-of-market advice with no lender ties.
Are your mortgage advisors qualified?
All our mortgage advisors hold professional qualifications with 20+ combined years of experience. Our lifetime mortgage specialists are Equity Release Council-certified and FCA-regulated.
Do you offer protection services?
Yes, our in-house protection team provides life insurance, income protection, critical illness cover, and property insurance tailored to individual mortgage requirements and personal circumstances.
Can you help with buy-to-let mortgages?
We specialise in buy-to-let mortgages for single property investors and large portfolios. Our services include remortgaging, capital raising, and landlord insurance solutions through our protection team.
What areas do you serve?
Based in Taunton, we primarily serve clients across the South West England region while providing mortgage services to customers nationwide through remote consultations.
How are you regulated?
We operate under Financial Conduct Authority regulation (number 456022) and maintain membership with the Equity Release Council, ensuring compliance with industry standards and client protection.
