About Us

Steve Thomas is a Mortgage Adviser, with a wealth of industry experience and ability to offer advice on all aspects of Mortgages and Equity Release planning, protection, domestic and Commercial Insurance.

After Spending 10 years in General Industry management I moved fully into the Home Service Financial sector in 1991. I ran a successful Agency with Co-operative Insurance Society until 1998 and then moved on to Wesleyan Financial Services until 2001. In late 2001 I realised the future is in being totally independent so Qualified as an Independent Financial Adviser to offer a true unbiased one to one service for all clients. I then decided to switch to the mortgage, protection and Equity Release from 31st December 2012.

I have also teamed up with two trusted Independent Financial Advisers who can offer full planning Advice in all Areas

I am a fully qualified Mortgage Professional and place particular emphasis on customer care,consistently striving to improve the financial position of my clients.

I am committed to providing on-going financial advice and planning to all clients in the form of regular periodic reviews. This provides the opportunity to keep abreast of changes in circumstances and regulations to ensure that the most suitable advice is given at all times.

All Clients benefit from a no-obligation initial meeting after which, I am willing to work on a commission or fee basis depending on your preference. At the initial meeting , specific financial needs and plans will be discussed. From this I will then get an indication of how I can be of service and any costs this may incur.

I provide advice to personal as well as corporate clients and work closely with solicitors and accountants in a bid to offer a full and up to date advice service at all times.

I am a qualified member of the Personal Finance Society / Chartered Insurance Institute and hold Mortgage professional qualifications for Mortgages and Equity release.

If you need advice on Mortgages, Equity release (Lifetime Mortgages) Life cover, Critical Illness cover, Income protection, or Domestic or Commercial Insurance I will be pleased to help.

Being genuinely independent means that all advice is given because it is right for your needs and no other reason. All initial meetings are free of charge without obligation. Should you decide to utilise my services you may choose to remunerate either by Fee, Commission or a combination of both depending on YOUR preference

Want to know more?

Call us for a friendly chat on 01656 766 726 or email: stevethomasifa@yahoo.co.uk