Financial Options July News

Updated: Aug 14, 2018




Just launched! Our new Mortgage and Protection department is here to help homebuyers stress less and save more…


AS RECORD sunny spells make this a summer to remember, we’re making the outlook even brighter for prospective homebuyers as we announce the launch of our new Mortgage and Protection department, offering ‘stress less, save more’ mortgage advice.


The department, led by mortgage masterminds Kate Purcell and Brian Sandiford, will provide expert advice on all things property-related, from priming you to make your first purchase to ensuring your ‘forever home’ and your family are protected against risk.


In providing you with ‘stress less, save more’ mortgage advice, our team will:

  • Use a ‘whole of market’ approach, giving you access to a larger selection of mortgages

  • Offer personalised solutions to help you purchase a home or expand your investment portfolio

  • Eliminate mortgage-related stress, so you can focus on the things you enjoy most



In addition to mortgaging and re-mortgaging advice for residential and buy-to-let, our services also encompass capital raising, debt consolidation, right to buy schemes, let-to-buy, lifetime mortgages/equity release and more.


The establishment of the department comes at an important juncture. Recent years have seen mortgage regulations and market options change rapidly and, as a result, more would-be property owners than ever are now seeking our friendly, straightforward advice.




Kate, who has been a key member of the Financial Options team for many years, said: “This is an ideal time to establish our new department, as we have some great mortgage deals currently available to our clients. I’m excited for word to spread, and I hope that our clients will take advantage of the specialist advice and services we provide.

“Brian and I will be the first point of contact, so that prospective buyers can get the answers they need quickly and conveniently. We’ll be on hand to help them make that important purchase, that property they have aspired to own, and ensure that when they do they are protected against risk.”


According to Brian, the protection side of home ownership often gets overlooked in the excitement of deal-making and purchasing, when in fact it’s a vital component of financial security.

“It’s about ensuring you’re protected against any sudden loss of income,” said Brian. “No one wants to think about what they’ll do in the case of unemployment, accident or illness. Our job is to focus on those what-ifs so that heaven forbid something does happen, it won’t place your home or the wellbeing of your family in jeopardy.”

Kate Purcell, who draws on many years’ experience in estate agency and financial services, prides herself on providing the highest standard of mortgage and protection advice to her clients. Brian Sandiford possesses 18 years’ experience across the industries of estate agency and financial services and is passionate about helping his clients find the right deal.


i.   Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.


ii.  Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.


iii. This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk


Contact them directly via kate@financialopts.co.uk or brian@financialopts.co.uk or call 0161 764 9944.


Follow the new Mortgage and Protection department and keep up-to-date with the Financial Options team on social media. On Facebook, find us at www.facebook.com/FinancialOptionsGroup or on Twitter at https://twitter.com/FinancialOpts

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Get in touch 0161 764 9944

Financial Options Group is a trading style of CJP Financial Services Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Tax Planning, Employee Benefits. Estate Planning, Wills, Trusts, Lasting Powers of Attorney, Buy to let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority, Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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