Mortgages & Finance

Detailed mortgage advice is important,  particularly so for the self-employed, Company Directors or those with existing investment properties.


We offer practical advice, representative of the whole of market and regularly advise the following kinds of clients:


  • First Time Buyer’s

  • Those looking to purchase a new home

  • Those who would like to re-mortgage

  • People borrowing to invest – (Buy to Let mortgages)

We’ll guide you through the entire process making sure that you understand your borrowing needs. Then we’ll recommend the right mortgage package, and handle your application, liaising with lenders, solicitors and estate agents where appropriate.


Our Mortgage Advice fee covers research, recommendations and implementation of your loan and we don’t charge for initial consultations. Our fee is capped at £500 but a typical fee would be around £399. Fees are payable on completion unless otherwise agreed. 

Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority do not regulate Buy to Let mortgages.

Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ


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T: +44 (0)1179 063 431


Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority ( under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 9378889. Registered in England and Wales.