While many advisers offer either personal financial advice or mortgage advice, at Wellesley, we’re proud to offer both. After all, both services are about taking the best possible care of you and your family’s financial needs.
Our service is available to anyone over 18, and we can advise on residential and buy-to-lets, self-builds, holiday homes and provide access to commercial property mortgages as well as intergenerational mortgages – for parents and grandparents wishing to help their children or grandchildren onto the property ladder. Our service suits an array of needs and circumstances – whether you’re a first-time buyer, moving house, buying new business premises, or simply looking at taking advantage of a more competitive rate.
Our dedicated Mortgage team can help you navigate the available options, explain any jargon, and provide access to mortgages that are aligned with your personal finances.
As well as having a highly qualified and experienced team, there are two clear points of difference that set Wellesley apart:
A transparent service
We pride ourselves on our personalised, tailored service and transparent approach. Unlike some other providers, we aren’t target-driven or confined by in-house products. This means our sole focus is helping you find the right mortgage for you – you won’t find a ‘one-size-fits-all’ plan with Wellesley!
What’s more, our fixed fees are fully explained and made clear from the outset. An initial consultation is without obligation. We’re proud to be recognised as one of the largest Practices by funds under management within the St. James’s Place Partnership, which also means our clients have an extra level of protection.
A cohesive approach
For the past three decades, we’ve worked with clients through many key points in their lives, including marriage or divorce, a death of a family member, and starting a business. Now that mortgages are part of our offering, we can give our clients a more cohesive experience when it comes to your personal finances.
Our mortgage services are also available to new clients, and you’ll have the option of accessing our bespoke financial advice.
Our team are highly qualified and are proud to offer a level of personalised experience you might not find elsewhere.
Meet our team below: