Mortgage Support Services for Professionals


The effective provision of professional services requires collaboration between disciplines, and we are therefore seeking to develop relationships with firms whose clients would benefit from our services and who may themselves be able to provide services to clients that we refer.
The needs of our clients are not restricted to any one area of expertise, but professionals who are alert to the wider issues faced by their clients will earn the loyalty of those clients by referring them to trusted colleagues who can solve their problems, and at the same time create a stronger client relationship in the face of competitors claiming to offer a broader range of services.


We provide a highly professional mortgage service covering residential property, equity release, and commercial mortgages, we can arrange the necessary life insurances and we have access to many sources of business funding.
We are therefore very well placed to find solutions for most of your clients' financial needs.
We understand and respect your client relationships because our principal John Steel has himself had a long career as a Chartered Accountant and IFA, and is now a lifetime member of ICAEW.
In extreme circumstances the right advice can even save a client business from potential collapse, as for example addressing the need for essential shareholder or partnership protection insurance.

To start a discussion please complete our Professional Enquiry form and let us know how we may be able to collaborate:


We provide Mortgage & Protection Advice throughout Gloucestershire, Worcestershire and The Cotswolds including the following local areas…

Cheltenham • Worcester • Gloucester • Tewkesbury • Stow-on the Wold • Broadway • Cirencester • Hereford • Evesham • Pershore, but we work nationally servicing clients in all areas from London and the South Coast to Scotland in the North.