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About Us

We are passionate about providing you the best mortgage and property finance advice you can get. Service and support from advice to offer. We have 5 + years worth of contacts and experience in the industry, and we are setup with only one goal in mind – to be a trusted, referred and sought after mortgage advice service throughout the UK.

From first time buyers to specialist lending solutions, HNWI (high net worth individuals) and complex incomes – we wish to focus on the case in hand for you.

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Our fee structure

Our fees only apply once you have an offer accepted via your estate agents. We progress any necessary documents & secure you a decision in principle without charge. It’s our job to pair you with the right lender, follow checks and balances – to set you up on the right path.*

Standard Purchases

£299

One-off payment

Enquire now

New Build Purchases

£350

One-off payment

Enquire now

Complex Cases (e.g. HMOs)

£400

One-off payment

Enquire now

Self-Build Cases & More

£800

Split payments

Enquire now
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Included in all of our plans:

Check Mark in broken circle A full mortgage walkthrough
Check Mark in broken circle Insurance advice
Check Mark in broken circle Our mortgage magazine

*The only exception to this rule are cases that fall under our “complex” or “self build” structure. For these cases we stage the payments, charging 50% upfront and then 50% on full application or receipt of offer. We work with you to discuss this.

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Meet our team

James Dawes, CeMAP

James Dawes, CeMAP

Expert Mortgage Adviser, Managing Director

As a mortgage adviser since 2015, and a previous sales manager – my passion is to help people understand, and find a way through a complex mortgage application process.

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Stonebridge Network

As a mortgage adviser since 2015, and a previous sales manager – my passion is to help people understand, and find a way through a complex mortgage application process.

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Legal & General Mortgage Club

Whole of Market lending panel is available which means we can offer you the very best connections and mortgage rates every day – and rates do change day to day, week to week.

Bath Evo Business Group

Bath Evo Business Group

We are proud members of a great business club where we meet businesses in the Bath and surrounding areas. These guys have events across the UK and it keeps us meeting kitchen designers, plumbers, small business owners and many exciting industries.

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We have HSBC on panel

Not all intermediary mortgage advisers have access to HSBC and the amazing range of things they offer. However, via our award winning network we do!

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We’re accredited.

We work via an award winning Network Stonebridge Mortgage Solutions – to access the whole of market lending arena. As an FCA regulated firm – we are also a Federation of Small Business member, using a depth of business support and guidance to support what we do. We are also members of Bark, Unbiased, Feefo, Vouchedfor and have featured in the Sunday Times Magazine “Best Adviser” list – based on the quality of work we provide to our clients. Speak to you soon!

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