Celebrating 15 years in Financial Services

05/12/2022

We are celebrating 15 years of providing mortgage, investment, and pensions advice to clients across the UK.

Established in 2007 by Charles Forster and David Thompson and operating from business premises in Blaydon, our team moved to Metropolitan House in 2011 before expanding and opening a further office in Bolton in 2020.

Our Director, Charles Forster said, “We are delighted to be celebrating 15 years in the industry. During that time, we have helped many people purchase their homes and provided solid advice enabling people to put their money in investments and pensions and safeguard their and their families’ future”.

Since inception, our services have widened exponentially, with the team offering advice on a range of specialist mortgage products, including buy-to-let, bridging finance, and adverse credit mortgages, as well as providing market-leading advice on investments, pensions, insurance, mortgage protection, and equity release mortgages.

As we move into 2023, we continue to concentrate on providing market-leading solutions and planning for the future, seeking to recruit more advisors and open further offices. Utilising technology to aid the automation of mortgage services remains a priority as we look to increase speed and efficiency regardless of where the clients are based in the country.

Director and pensions and investment specialist David Thompson said, “Our success is due to the quality of the advice we give. We take the time to understand the needs of our clients, building strong relationships with those we advise. Our reputation is built firmly on the reliability of our advice and the tailored, outcomes-driven approach that we apply to all client matters”.

Our team now consists of 12 people across the business operating from two northern offices and serving the whole of the UK. Contact our team today for knowledgeable financial advice.