Step onto the property ladder with help from a Professional Mortgage Advisor guiding you every Step of the way!
With so many different types of mortgage and insurance policies available, purchasing these products without professional advice can lead to the product being at best too expensive and at worst being wholly unsuitable for your particular needs. At Step Up Financial Services I will assess your circumstances and requirements and recommend the most suitable solutions for you and within your budget.
So, if you are thinking of moving, purchasing your first home or if you would like to review your existing mortgage and protection policies, please do not hesitate to contact me directly for a friendly informal chat and arrange a no-obligation appointment.
Mortgages
As a professional Mortgage and Protection Advisor, I am able to give you advice from across the market based on access to a comprehensive range of lenders. This means I am not limited to a specific lender, allowing me to find the right mortgage to suit your needs.
On the website I just give a brief overview of the different mortgage options, meeting face to face, whether in person or by using great technology where a face to face meeting isn’t possible, I can give you much more in-depth advice to make sure your home buying journey is as smooth as possible.
Let me help to take the stress and strain out of the home buying process for you.
Protection & insurance
Having a comprehensive review of your life insurance is important, especially when you are also a homeowner. It is best to view home owning and life insurance as a complete package. However, it’s important to remember that Life Insurance isn’t just about protecting your mortgage! It’s about providing for your loved ones should the worse happen, protecting your health and ensuring you get to live your life with your loved ones if you were suddenly unable to work due to ill health or injury.
The best insurance is never used!!! Insurance should be viewed for the benefits it offers you and your loved ones, rather than on a cost basis.
My expertise affords me the opportunity to offer advice from a wide range of insurers, enabling me to build a plan based on you and your family's needs.
Why work with Step Up Financial Services?
Our mission is to form long term relationships with clients looking for a lifetime partner to help them plan and organise their financial future. Treating customers with fairness and respect is central to our philosophy. We recognise that every one of our clients is unique in their financial situation and requirements and therefore we focus on you as an individual, and tailor our advice and services accordingly.
- Friendly, Knowledgeable & Approachable
- Flexible working hours
- Access to a comprehensive range of lenders
- Access to a wide range of providers for the most suitable Protection solutions for you
- No Broker Advice Fee payable