Mortgage advice and financial planning, across Dorset.

Two things, one adviser. The mortgage that gets you the home, and the plan that looks after everything that comes with it.

Mortgages Fee free mortgage advice. First home, next home, remortgage or buy to let. We're paid by the lender, so our advice costs you nothing. Explore mortgages → A front door of a Dorset home Wealth & planning Trusted financial planning. Pensions, investments, protection and estate planning. A clear plan, reviewed with you every year. Explore planning → A couple walking the Dorset coast path
FCA regulated, appointed representative of Quilter
Weymouth office, home visits across Dorset, video anywhere
Free first conversation, no obligation
The same adviser for the mortgage and the plan

The moments money gets complicated. We're there for all of them.

Most firms do the mortgage or the pension. We do both, which means nobody has to explain their life twice, and the mortgage decision is made with the retirement one in mind.

First homeGetting the keysDeposit, borrowing, decision in principle. Protecting itCover that fitsLife, illness and income protection sized to the loan. Moving upThe next housePort, switch or top up, compared properly. Rate endingRemortgagingSix months out, locked early, moved lower if rates fall. GrowingSaving properlyISAs and investments matched to a purpose. RetiringPensions in orderOld pots gathered, income planned. Passing onEstate planningInheritance tax understood, wishes written down.
Mortgages

Mortgage advice in Dorset that costs you nothing.

We compare deals from a wide range of lenders, tell you in plain English which one we'd choose and why, then handle the application and the chasing. The lender pays our fee when the mortgage completes. You don't pay a penny.

About our mortgage advice Repayment calculator
First-time buyersFrom "can we?" to keys, explained in order. Moving homePort, switch or top up. The numbers side by side. RemortgagingStart six months early. Never lapse onto a variable rate. Buy to letPurchases, remortgages and portfolios across Dorset.
Financial planningThe whole picture on one page, reviewed yearly. Pensions & retirementOld pots found, income planned, tax understood. Investments & ISAsMatched to what the money is for, risks spelled out. Estate & inheritancePassing on what you have built, sensibly.
Wealth & planning

A plan for the money, and for the years ahead.

Pensions from old jobs gathered up. Savings matched to what they're for. Cover in place if life goes sideways. And a proper plan for passing things on. Reviewed with you every year, in plain English.

About our planning Book a review

How we're paid

Straight answers about money. Including ours.

£0 for mortgage advice

When your mortgage completes the lender pays us a procuration fee. We tell you the amount before you commit, and it never changes which deal we recommend. ← confirm wording

Agreed first for planning

Financial planning fees are set out in writing and agreed before any work starts. The first conversation is always free, and you'll never see a charge you weren't expecting.

Across Dorset

Based on the harbour in Weymouth. At home anywhere in Dorset.

Come to the office, or we'll come to your kitchen table anywhere from Lyme Regis to Christchurch. Plenty of clients we've only ever met on video, which works just as well.

Weymouth Portland Dorchester Bridport Poole Bournemouth Wareham Swanage Blandford Sherborne Wimborne Lyme Regis
Weymouth harbour
Visit usWeymouth office, DT4 →

In their words

Clients across Dorset

PLACEHOLDER quotes. Replace with verified reviews before launch.

"We'd been putting it off for two years. One conversation and it suddenly felt manageable."

Sarah, Dorchester · First home

"Sorted the remortgage, then quietly pointed out I had four pensions I'd forgotten about."

Mark, Bridport · Remortgage and pensions

Guides worth ten minutes

All guides →
Mortgages · 8 min How much deposit do you need for a first home? Remortgage · 6 min Your fixed rate ends in six months. Here is the order to do things in Mortgages · 7 min Self-employed? Here's what lenders actually look at

Not sure where to start?

That's what the first conversation is for. It's free, it's about an hour, and there's no obligation to take things further.

Book a free chat Call 01305 XXX XXX