Business Details
25 Years
experience
Expert Financial Advisers in Gorleston
Established in 2001, Your Mortgage Solutions Gorleston has built a reputation as a trusted financial advisory firm with over 150 years of combined expertise among its team. We specialise in creating tailored financial strategies that align with individual client goals, whether for property purchases, retirement planning, investment growth, or family protection. Our approach prioritises long-term relationships, ensuring clients receive ongoing support as their financial needs evolve. As an appointed representative of The Openwork Partnership, regulated by the Financial Conduct Authority, we maintain rigorous professional standards. Our services cater to both personal and business clients, offering access to exclusive mortgage deals, comprehensive protection policies, and strategic investment solutions.We provide an initial consultation at no obligation, allowing clients to understand our methodology before committing. With a focus on transparency and client education, we guide individuals through complex financial decisions while maintaining a personal touch. Our team's extensive experience spans mortgage advisory, retirement planning, and risk management, ensuring clients benefit from well-rounded expertise. Based in Gorleston, we serve clients across the UK and internationally, adapting our services to meet diverse financial landscapes. Our commitment to continuous client support ensures that investment strategies and protection plans remain aligned with changing life circumstances and regulatory environments.
Services
Mortgage Advice
Financial Planning
Retirement Planning
Investment Advice
Protection Insurance
Details
- Year established: 2001
Highlights and features
- We offer over 150 years of combined experience in financial advisory services
- Our team provides personalised financial strategies tailored to individual needs
- We maintain trusted relationships with clients through transparent communication
- Initial consultations are provided at no obligation with no pressure sales
- Our advisers hold professional qualifications including DipFA and CII certifications
Associations and certifications
- Financial Conduct Authority
- The Openwork Partnership
Services
Mortgage Advice
Our mortgage advisory service provides comprehensive guidance for first-time buyers, property investors, and those seeking remortgaging solutions. We access exclusive deals across the UK market, offering expertise in residential, buy-to-let, and commercial mortgages. With specialist knowledge in equity release and complex lending scenarios, our advisers help clients navigate the mortgage process from initial application to completion.
Financial Planning
We create tailored financial strategies that align with individual goals, considering current circumstances and future aspirations. Our planning process incorporates risk assessment, investment strategies, and ongoing portfolio management. We help clients build wealth through tax-efficient structures while maintaining flexibility for changing life circumstances and market conditions.
Retirement Planning
Our retirement planning service helps clients prepare for their post-work years through comprehensive pension reviews and strategic income planning. We analyse existing provisions, recommend suitable pension vehicles, and explain options for accessing retirement funds. Our advice covers annuities, drawdown strategies, and inheritance planning while considering tax implications and longevity factors.
Investment Advice
We offer professional investment advice covering a range of vehicles from basic ISAs to complex discretionary portfolios. Our process begins with risk profiling to determine appropriate asset allocation. We provide ongoing monitoring and rebalancing services while maintaining transparency about charges and performance metrics across different market cycles.
Protection Insurance
Our protection services include life cover, critical illness insurance, and income protection tailored to personal and business needs. We assess clients' financial obligations to determine appropriate coverage levels. The service covers personal protection for families as well as business-specific solutions like key man insurance and partnership agreements.
People
Mike Peacock
Director and Financial Planning Manager
With over 25 years' experience since leaving the Royal Navy, Mike leads financial planning services. He focuses on delivering exceptional client experiences while maintaining professional standards. His expertise ensures clients receive comprehensive advice tailored to their specific needs.
Jonathan Hunn
Company Founder & Senior Mortgage Consultant
As founder with nearly 40 years in financial services, Jonathan established the company in 2001. He specialises in mortgage and protection solutions, serving clients from Norfolk to New Zealand. His approach prioritises client needs while maintaining industry expertise.
Colin Hills
Mortgage and Protection Consultant
A team member since 2014 with industry experience since 1992, Colin provides mortgage solutions for simple and complex cases. He combines technical expertise with a friendly approach to help clients achieve their property goals through tailored lending strategies.
Ben Malley
Financial Planning Manager
A qualified adviser with the Chartered Insurance Institute qualifications, Ben specialises in financial planning areas including pensions, investments, and mortgage advice. He combines technical knowledge with practical solutions to help clients achieve long-term financial objectives.
Gordon Richardson
Mortgage and Protection Consultant
With a career spanning from building society trainee to mortgage consultant, Gordon provides professional advice without pressure selling. His national perspective helps clients navigate mortgage options while maintaining a personal approach to financial solutions.
Questions
What financial services do you offer?
We provide mortgage advice, financial planning, retirement strategies, investment solutions, and protection insurance tailored to individual needs.
How do you tailor financial advice to individual needs?
We conduct detailed consultations to understand your circumstances, goals, and risk tolerance before recommending personalised financial strategies.
Are your services available outside Norfolk?
Yes, we serve clients nationwide across the UK and internationally, including clients in New Zealand.
What qualifications do your advisers hold?
Our team holds industry-recognised qualifications including DipFA, CII certifications, and specialist mortgage advisory accreditations.
Do you offer initial financial consultations?
Yes, we provide initial consultations at no obligation to discuss your financial needs and service options.
How are your mortgage advisory fees structured?
Fee structures are discussed during initial consultations, with transparent explanations of any charges before proceeding with services.
