Our Services
Mortgage Advice
Mortgages are likely to be the largest financial commitment you make and its important that you find the most suitable mortgage for your circumstances.
Our aim is to understand your needs and then tailor our support to lead you through the complex world of lending to the right mortgage for you. Our advisers work solely for you and are not tied to a specific mortgage provider.
This means they’re free to source and select mortgage products from the whole of market to find the most suitable offer for you. And, because we’re part of the Quilter Financial Planning Network, you can also benefit from exclusive or special deals that can’t be found anywhere else.
We'll provide support throughout, helping you to complete the application, liaising between solicitor, conveyancer, lender and estate agent, simplifying jargon and explaining exactly what is happening throughout the process.
We'll be by your side providing guidance on how to have sufficient protection if you were unable to make payments on your mortgage and building a relationship you can trust as your circumstances change.
Protection Advice
Most of us protect our possessions but not our income, failing to provide for those dependent on it should it cease through death, sickness or unemployment.
The ‘Blueprint South West way’ is to understand your worries and build a personal portfolio of policies, utilising your existing plans where possible, to give you peace of mind.
We know there is more to buying insurance than finding the cheapest quote and our tailored approach will make sure that you spend your money wisely on the right solutions.
We will guide you through ownership and trusts so that the money when its needed is in the right hands at the right time. And as your trusted adviser, when the time comes, we will provide support to those you have provided for.
Client Testimonials
