Find Peace of Mind

Find Peace of Mind

Mortgage Broker in Wells, Somerset, BA5 3DU

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About the Business

We deliver a clear financial planning process which enables our clients to identify and achieve their goals and ambitions. We are consistent in our actions, values, principles and expectations. This means we can rely on each other, and that our clients can rely on us. We strive to understand things from others’ perspectives and to communicate and act accordingly. We have transparent processes that are communicated clearly and applied consistently so that clients know and understand what to expect.

Success means different things to different people and a key part of our role is to identify what success means for our clients and colleagues. We strive to deliver successful outcomes for clients, colleagues and wider society. We are only human and as such there may be occasions when imperfect judgement, errors, or omissions are made. We hold ourselves accountable in such instances, do all we can to remedy the situation, and endeavour to continually improve our service in an ever changing environment.




Business Services
Property Finance

Property Finance

Property Finance is more than just taking out a mortgage, our aim is to make the buying and/or re-mortgage process as stress free as possible and our expert knowledge and experience enables us to devise innovative property finance solutions to meet bespoke requirements. Of course we pride ourselves on providing Independent Whole of Market advice, ensuring that you secure the most competitive financial solutions to meet your requirements, but more than that we believe in delivering those solutions in a manner that ensures your peace of mind.
Financial Planning

Financial Planning

The first and most important step in building a financial plan is establishing your goals, hopes and dreams.
“If you had all the time or money you needed, what would you do?”
“What do you want to do or be so that, in the end, you will feel that you’ve lived fully?”
“How do you want to be remembered by your friends and family?”

Only by understanding what your picture of the future looks like can you plan to achieve it. It’s about being in control of your finances and making them work to achieve what you want – rather than letting your finances control you.
Location & Hours

Mendip Court, Bath Road

Wells, BA5 3DU
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