We make it happen

Mortgages, Insurance, Wealth & Protection

An Award-winning financial
services intermediarY

For the past 26 years we have helped our clients achieve their goals, providing expert advice along the way.
Whether you are buying your first home, protecting your assets or planning your retirement, we make it happen.

Our key services

residential home
Mortgages
Since 1997 we have provided best advice across a wide range of lending scenarios. From buying a first home through to multi-million-pound purchases, we have helped turn thousands of clients’ property dreams into reality.
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INSURANCE

Our teams of insurance brokers cover Private Client, Commercial and Legal Indemnity Insurance. We work with a panel of leading insurance providers to ensure we find the most competitive and comprehensive insurance for our clients.

couple on boat
WEALTH & PROTECTION

Our independent financial advisers work across all areas of Wealth Management and Financial Protection. From retirement strategies to inheritance tax planning and personal protection, we can help you plan ahead for a more comfortable future.

hotel lobby
Real estate debt advisory
Recognised as a highly experienced real estate – debt advisory team, our experts offer a bespoke structuring and execution service across all sectors including commercial real estate, development, hotels and healthcare.

what we offer

award
A BESPOKE
SERVICE
We provide a premium, personalised service for all clients, working quickly and discreetly to achieve your desired outcome.
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industry relationships
We have exceptional relationships with the lenders and insurance providers we work with, enabling us to negotiate the best terms for you.
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specialist knowledge
For our advisers, no situation is too complicated – our expert knowledge and wealth of experience means we find solutions where others often cannot.
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transparency and trust
Our impartial advisers pride themselves on their commitment to transparency, giving you peace of mind during the transaction.

Download our guides

A guide to buying at auction
a guide to buying at auction
A guide to remortgaging
a guide to remortgaging
A guide to refurbishment finance
a guide to refurbishment finance
A guide to mortgages
a guide to mortgages

latest Market Insights

SPF’S REACTION TO THE SPRING BUDGET

Following today’s Spring Budget delivered by Jeremy Hunt, Mark Harris comments: “More stimulus for the housing market is desperately needed to boost transactions and social mobility, so this Budget was a missed opportunity. While there has been some recovery in the housing market since the start of

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BANK OF ENGLAND HOLDS INTEREST RATES AT 5.25 PER CENT

The Bank of England has held base rate at 5.25 per cent for the fourth consecutive meeting of the Monetary Policy Committee. The decision was widely expected by the markets as it looks as though efforts to bring inflation under control are working, while it

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THE IMPORTANCE OF REVIEWING YOUR PROTECTION POLICIES

Protection advisers Henry Wood and Connor Fallon recently helped clients obtain more cover, at a cheaper monthly premium, by reviewing their existing protection policies. The clients had originally taken out a combination of personal protection policies through a different adviser and, due to one of

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FEEDBACK

What our clients say

OUR OFFICES

33 Gracechurch Street
London
EC3V 0BT

+44 (0)20 7330 8500

14 Hanover Square
London
W1S 1HN

+44 (0)20 3829 8939

The Financial Suite, The Maze
Berthelot Street St Peter Port
Guernsey GY1 1JT

+44 (0)1481 715 234

Parsonage Chambers
3 Parsonage
Manchester M3 2HW

+44 (0)161 543 7870

Office 10/11, Prama House
267 Banbury Road, Summertown
Oxford OX2 7HT

+44 (0)1865 955 373

76 Coburg Street
Leith, Edinburgh
EH6 6HJ

+44 (0)131 202 3111

1 Linear Park
Avon Street, Temple Quay
Bristol BS2 0PS

+44 (0)117 244 9482

Nine Hills Road
Cambridge
CB2 1GE

+44 (0)1223 854 840

35/F Citicorp Centre
18 Whitfield Road
Causeway Bay, Hong Kong

T: +852 5180 0293

79 Robinson Road
#13-01, Singapore
068897

T: +65 8792 4087