Purely Financial is a team of seven, consisting of
Andrew – Director and Adviser
Duncan – Director and Adviser
Martin – Senior Adviser
Kelly – Mortgage and Protection Advisor
Claire – Head of Administration
Lindsay – Administration and Case Progression
Georgia – Administration and Compliance
With Andrew and Duncan alone having thirty and twenty years of experience respectively, the team has a combined total of around one hundred years in the financial sector. Although we assure you our rigorous beauty regimes mean that none of us look a day over twenty one!
We’re a fun and close-knit team, some of whom would prefer to meet clients on the golf course, than in the office. We work collaboratively, utilising our specialist knowledge to ensure we offer our clients the best outcome possible.
What we enjoy the most at Purely Financial is helping to fulfill aspirations and see our client’s dreams realised. As dull as the job might outwardly appear, it’s the human aspect that makes it feel worthwhile every day. Seeing smiling faces and hearing “it wouldn’t have happened without you” is the reason we do what we do.
About Purely Financial
At Purely Financial we work with a broad section of the mortgage market. Going beyond high street lenders, we have personal connections with independent lenders, meaning we’re able to offer competitive mortgage deals to applicants in a wide variety of circumstances.
Each client is allocated an advisor as their single point of contact, however, our teamwork ethic means that we will also collaborate, where necessary, to find solutions for those clients with more complex circumstances.
We provide an end to end service, offering advice on every type of mortgage and property finance, supporting you throughout the full duration of your application through to completion and beyond.
In addition to finding lenders, we can provide advice on property insurance and family protection, as well as recommending estate agents, solicitors, and surveyors. Our intention is to be a financial services hub for our clients, directing you to trusted colleagues when requests are outside of our area of expertise.
Our overall goal is not only to help you obtain your dream property but to ensure that you’re able to keep it, no matter what. Part of our service is to ensure that every aspect of our client’s circumstances are considered. More than just getting you a mortgage, we want to ensure that you get the right mortgage, with adequate protection for both you and your family, so that financial hardship or tragedy doesn’t pose a threat to your home.
Our initial consultation is free and your opportunity to decide whether we’re the right fit for you. We consider each customer as an individual case and fees will always be discussed and agreed upon at the outset.
As an independently owned firm, our pricing structure is flexible to our clients’ means and competitive within the market. A typical fee is around £500.
We are appointed representatives of the 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.
About our Clients
At Purely Financial, there is no such thing as a typical client. We don’t feel that the ‘one size fits all’ approach applies to the financial industry and as such, every client is considered as an individual, based on their own specific circumstances.
Our testimonials say it all, we provide a helpful and honest service, which is professional yet personal and down to earth. Regardless of your circumstances or whatever pre-existing perceptions you have about what is or isn’t within your reach, give us a call or email. An initial chat costs you nothing and we’re always here to listen. You never know what might be possible!