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Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out a loan, the lender charges interest: the same is true of a mortgage.
A mortgage is a ‘secured’ loan, which means that the loan is secured against the value of the property being purchased until the mortgage is paid off. Sources of residential mortgages include high street banks, building societies and other types of less well known financial institutions.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
It can provide the reassurance of financial protection for you, your family and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future - from something as simple as a broken bone to more serious conditions like a heart attack or cancer.
Before we can make the right recommendations for your circumstances, we take the time to get to know more about you, and find out what your short and long-term financial goals are. We’ll then analyse what you’ve told us, taking into account any existing plans and financial arrangements you may have in place. From these findings, we’ll be able to put forward our recommendations and talk them through with you.
This is our opportunity to get to know more about you, and for you to find out how we can work on your behalf. We’ll provide you with more information about our services and explain our fee structure. Needless to say, we won’t proceed with any work without your full agreement.
We’ll make sure we get a good grasp of your financial goals, what you’re looking to achieve and what your time horizons are. We’ll take into consideration your existing financial arrangements and any plans you may already have in place.
Taking all the information we have gathered from our discussions into account, we’ll carefully consider all the options open to you and begin the process of putting together a comprehensive recommendation that meets your needs.
At this stage, we will set up another meeting at which we’ll talk through our recommendations. We’ll provide you with a report that covers your requirements, our analysis of the options open to you, and our proposed plan of action.
If you’re happy with our proposed course of action, then with your agreement, we’ll proceed. We’ll be on hand to guide you through the completion of the relevant documentation, explaining any terms that might be unclear to you. We’ll monitor your application process from start to finish, and make sure you receive copies of all policy documents.
We pride ourselves on building long lasting relationships with our clients. We know that the plans we agree and implement on your behalf will, with the passage of time, need to be revisited as you go through life’s different stages. If you require an ongoing service we will schedule regular reviews with you to ensure your plans remain fully in line with your requirements. For further details please see our Important Information about Our Services document.
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Purely Financial Planning LTD is an appointed representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.
PRIMIS Mortgage Network is a trading name of the following companies which are registered in England and Wales, and are authorised and regulated by the Financial Conduct Authority: Advance Mortgage Funding Limited (Co. No: 2217569 ) (FCA No: 305008); First Complete Limited (Co. No: 05416236 ) (FCA No.: 435779); and Personal Touch Financial Services Limited (Co. No.: 03406454) (FCA No.: 187834).
Registered Office Addresses: Advance Mortgage Funding Limited and First Complete Limited: Newcastle House, Albany Court, Newcastle Business Park, Newcastle upon Tyne, NE4 7YB; Personal Touch Financial Services Limited: 2nd Floor, Gateway 2, Holgate Park Drive, York, YO26 4GB.
Purely Financial Planning Ltd is registered in England and Wales under registration number: 8474750. Registered Office: Hersham Technology Park, Molesey Road, Walton-on-Thames, Surrey, England, KT12 4RZ T: 01932 213055
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Client Testimonials
I just wanted to say a big thank you on behalf of myself and John for sorting out our mortgage. You made the process so straight forward and smooth and found the perfect mortgage for us!
We have always dreaded when our mortgage deal comes to an end as it involves lots of stressful research and paperwork!!
I cannot recommend Purely Financial enough. I approached them with a complex financial matter through a recommendation and the service was above and beyond any expectations. They were extremely efficient and professional throughout and would have no hesitation in recommending them. I would like to say a personal thank you to you all also for making this such a swift transaction.
I was referred to Purely Financial as i was seeking a mortgage for myself and for my wife. Andrew was quick to respond and very informative of the products available. He drove to meet us in Guildford and instantly put our minds at ease. He helped us and guided us to a product that we were very happy with. The knowledge that the whole team at Purely financial have is second to none and really puts them in my eyes, head and shoulders above anyone else that we spoke to. From start to finish the Purely financial team were brilliant and I have since recommended them to several friends and I shall continue to use them in the future
Contact Us
Purely Financial Planning Ltd
Technology Park
Molesey Road
Walton-on-Thames
Surrey
KT12 4RZ
T: 01932 213055
Email : Email Us