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About us and the services we offer
Shaftesbury Mortgagesis a whole of market mortgage, andprotection practice.
Shaftesbury Mortgages is part of the widely recognised FinancePlanning Group.
Renowned within the industry for it’s impeccably high quality of
advice, the Finance Planning Group operates a series of
financial services companies dedicated towards consumer
excellence.
We have strong reputation and huge knowledge of the marketin successfully securing mortgages and offering a personalservice engineered around clients needs.
ABOUT US
Why choose Shaftesbury Mortgages
● Whole of Market advisers
● 16 years industry experience
● Access to 7000 mortgages from over 50 lenders
● No need to rely on comparison websites or lengthy phonecalls to the bank
● Professional service
YOUR ADVISER
TIM BRADFORD DipPFS
Tim is a qualified financial adviser, a member
of the Society of Mortgage Professionals and
Personal Finance Society. He has worked
in the Mortgage and Protection industry for over 16
years and is passionate about providing excellent
service to clients and provides honest, straightforward
and professional advice.
Qualifications:
● Diploma in Financial Planning
● Financial Planning Certificate
● Certificate in Mortgage Advice
● Certificate of Advanced Mortgage Advice
● Certificate in Equity Release
For Tim’s full profile, please visitwww.shaftesburymortgages.co.uk
Contact Details:
T: 01747 854 566
M: 07816 491 930
Shaftesbury Mortgages is also available on:
OUR SERVICES
Here are some of the areas we work with clients on:
● First Time Buyers
● Moving Home
● Re-mortgaging
● Self-employed and Contractors
● Buy-to-Let*
● Equity Release
● Life Cover
● Critical Illness
● Income Protection
● House and Contents Insurance
● Private Healthcare
About our Service
We believe that taking whole of market advice can, and
must, produce real benefits for you and your family in
several crucial areas, including:
● Recommend the most appropriate mortgage to suit
your needs from the whole market
● Simplifying the administration process
● Putting in place a mortgage to ensure affordability
● Recommending other professional service providers
where appropriate, such as legal or accountancy
services
*The Financial Conduct Authority does not regulate most forms ofBuy to Let mortgage.
THE ADVISORYPROCESS
1. INFORMATION
In order to give you themost appropriate advice,we need to understandyour circumstances insome depth. To do thiswe will ask you to fill inour financial questionnairein detail.
2. CONSULTATION
Once we have receivedyour questionnaire we willschedule an appointmentwith you so we can discussyour circumstances.The initial consultation isfree and you are underno obligation to proceed.
3. RECOMMENDATIONS
We will summarise therecommendation ina clear, easy to readreport. The report isalways open to furtherdiscussion.
4. ACTION
If you decide to proceed,we will
will help complete any forms to
keep the application on track
and make the process as
hassle free as possible. We
will keep in contact with you,
and keep you informed of
every stage.
OUR VALUES
We actively promote the value of investing in
companies that are making a positive
contribution to society and the environment. So,
where possible, we seek to use suppliers and
services in keeping with these values.
Environmental Commitments
●Reducing waste and using recycled materials
●Sourcing local suppliers
●Use of teleconferencing to cut down on car
and train travel
REGULATORY INFORMATION
A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME OR PROPERTY. YOUR HOME OR PROPERTY MAYBE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBTSECURED ON IT.
There will be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate that it
will be £500, of which £250 is payable at outset with the balance payable on completion of the mortgage.
CONTACT US
Shaftesbury Mortgages London Office
13 Butts Mead Office 43
Shaftesbury 1 Empire Mews
SP7 8NS London SW16 2BF
T: 01747 854566 T: 020 8835 7092
W: www.shaftesburymortgages.co.uk
Shaftesbury Mortgages is a Trading Name of Finance Planning Wealth Management Ltd which is anAppointed Representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct AuthorityRegistered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX.Finance Planning Wealth Management Limited, registered in England and Wales, 09335256.
