Business Details
24 Years
experience
Expert Mortgage Advice in Basingstoke
We established Mortgage Source in 2002 with a commitment to providing professional mortgage advice grounded in personal service. Our team brings extensive experience from the financial sector, offering tailored guidance that prioritises individual client needs. By maintaining direct communication with lenders and continuously monitoring market trends, we secure competitive mortgage solutions while supporting clients through insurance, conveyancing, and equity release options.Our approach combines local expertise with a dedication to long-term client relationships, ensuring transparent advice and proactive support throughout the homebuying journey. Client testimonials affirm our reputation for resolving complex cases and delivering timely, expert assistance.
Services
Mortgage Brokering
Protection Insurance
Conveyancing Services
Equity Release
Home Insurance
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of specialist mortgage advisory experience
- We provide continuous market monitoring for optimal client outcomes
- Our team maintains FCA-regulated professional standards
- We deliver client-specific solutions through personalised assessments
- We ensure transparent communication throughout the mortgage process
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent service
Clear communications
Professional and efficient
Kept informed constantly
Amazing team
Services
Mortgage Brokering
We specialise in mortgage brokering, connecting clients with competitive lending solutions. Our FCA-regulated team analyses market offerings to secure optimal mortgage terms tailored to individual financial circumstances. With 20+ years of industry experience, we provide transparent advice on fixed and variable rate mortgages, remortgaging strategies, and first-time buyer assistance. Our ongoing market monitoring ensures clients receive timely updates about changing interest rates and emerging mortgage products.
Protection Insurance
Our protection insurance services safeguard clients against financial risks through life insurance, critical illness cover, and income protection policies. We assess individual requirements to recommend appropriate coverage levels that protect families and maintain mortgage repayments during unforeseen circumstances. Our team explains policy terms clearly, ensuring clients understand payout conditions and exclusions while aligning protection plans with long-term financial objectives.
Equity Release
We offer equity release solutions for homeowners aged 55+, enabling access to property wealth without monthly repayments. Our specialists explain lifetime mortgage and home reversion plan differences, considering inheritance implications and eligibility criteria. We carefully evaluate client circumstances to determine suitable release amounts while explaining tax implications and effects on benefit entitlements.
Conveyancing Services
Our conveyancing support connects clients with approved legal professionals for property transactions. We coordinate between solicitors and lenders, expediting purchase and remortgage processes while addressing title issues or survey discrepancies. Our referral network includes UK-wide solicitors with fixed-fee structures, ensuring transparent pricing and efficient completion of residential property transfers.
Home Insurance
We arrange comprehensive home insurance policies covering buildings and contents requirements. Our comparisons consider policy excesses, replacement costs, and additional protections like accidental damage coverage. We review existing policies during mortgage applications, identifying gaps in coverage while ensuring buildings insurance meets lenders' minimum indemnity requirements for residential properties.
People
Kevin
Mortgage Advisor
Experienced mortgage advisor specializing in equity release solutions. Resolves complex cases promptly while maintaining clear client communication throughout the process.
Harvey
Senior Mortgage Broker
Senior broker renowned for navigating interest rate challenges and securing competitive remortgage deals without additional fees for clients.
Kimberley
Mortgage Consultant
Dedicated mortgage consultant with expertise in self-employed income assessments and comprehensive insurance policy reviews during home purchases.
Jacky
Client Coordinator
Client coordinator ensuring seamless communication during mortgage applications through timely updates and documentation management.
Questions
What mortgage services do you offer?
We provide residential mortgages, buy-to-let financing, remortgaging solutions, and equity release options for UK property owners.
Are your services regulated?
Yes, our mortgage advisory services operate under FCA regulation (ref: 535515) ensuring compliance with financial industry standards.
Can you help self-employed applicants?
Yes, we specialise in assessing non-standard income structures for self-employed clients securing mortgage approvals.
Do you charge fees for mortgage advice?
Our advice includes transparent fee disclosures. Some lenders pay us referral fees, always disclosed prior to proceeding.
How do equity release plans affect inheritance?
Equity release reduces the taxable estate value. We explain inheritance implications when recommending lifetime mortgage or home reversion plans.
What insurance policies do you arrange?
We arrange buildings insurance, contents coverage, life insurance, and critical illness protection aligned with mortgage requirements.
