Business Details
Your Trusted Mortgage & Financial Advisers in Southampton
Established with a commitment to providing impartial financial guidance, we have dedicated over five decades to helping clients navigate mortgage and insurance solutions. Our team of seasoned professionals operates independently, offering access to a comprehensive range of products from leading lenders and insurers. Regulated by the Financial Conduct Authority, we prioritise client needs through tailored advice and transparent communication. With a proven track record in residential and commercial mortgages, conveyancing, and protection insurance, we combine expertise with a personal touch.Our services extend across England and Wales, supported by strong industry partnerships and a focus on long-term client relationships. Testimonials highlight our responsiveness, knowledge, and ability to secure competitive rates. As an ICO-registered entity, we maintain strict data protection standards while delivering cost-effective financial strategies. Our fee structure is disclosed upfront, ensuring clarity throughout the advisory process. This enduring approach has solidified our reputation as a trusted partner in financial planning.
Services
Mortgage Advice
Insurance Solutions
Conveyancing Services
Financial Planning
Protection Insurance
Highlights and features
- We offer 50+ years of independent mortgage advisory experience
- Our team provides access to 100+ mortgage lenders and insurers
- We maintain transparent fee structures with upfront disclosure
- Our FCA authorisation ensures regulatory compliance and client protection
- We deliver personalised service supported by client testimonials
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Competitive rates secured
Responsive communication
Transparent process
Long-term reliability
Services
Mortgage Advice
We provide independent mortgage advisory services covering residential and commercial properties. Our FCA-authorised team accesses 100+ lenders to secure competitive rates tailored to individual circumstances. Clients benefit from transparent fee structures and ongoing support throughout the mortgage lifecycle.
Insurance Solutions
Our insurance advisory covers buildings, contents, life assurance, and income protection policies. We source appropriate coverage from major providers while ensuring clients understand policy terms and exclusions. This includes specialist products for unique property requirements.
Conveyancing Services
We offer conveyancing services for property purchases and remortgages across England and Wales. Our process includes title checks, contract reviews, and liaison with relevant parties to ensure smooth property transactions while maintaining compliance with legal regulations.
People
Jonathan Smith
Principal Adviser
With over 50 years in financial services, Jonathan specialises in mortgage solutions and strategic financial planning. He leads the advisory team while maintaining direct client relationships.
Kim Baker
Senior Mortgage Adviser
Kim has provided mortgage advisory services for 25 years, focusing on residential and buy-to-let portfolios. She works closely with clients to understand their specific property investment needs.
Questions
What mortgage options do you offer for first-time buyers?
We provide access to first-time buyer schemes, competitive fixed-rate mortgages, and government-backed initiatives across 100+ lenders.
How do your conveyancing services operate?
Our conveyancing process includes property title checks, contract negotiations, and completion of legal formalities for purchases and remortgages in England and Wales.
Are your financial advisers regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FRN 125272) for mortgage and insurance advisory services.
What insurance products can you help with?
We advise on buildings, contents, life assurance, critical illness cover, and income protection policies from major UK insurers.
Reviews (3)
Joseph Arnold
Jan 01, 2022
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I couldn't rate Jonathan's services highly enough. Proactive in obtaining a suitable mortgage and was always on hand to answer any questions.
Delyse Smith
Feb 11, 2021
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Fantastic professional service given by Jonathan Smith and Partners in my dilemma of obtaining a mortgage to suit my needs, Thank you
Aaron Hewlett
Feb 28, 2020
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I couldn't recommend Jonathan highly enough. He makes the process of applying for a mortgage straightforward and easy. I wouldn't hesitate to use him again and will be recommending him to my friends.
