Expert Mortgage Advisors in Poole
At PFM Associates, our mortgage brokers in Poole, Dorset provide personalised mortgage advice that considers your unique financial position, not just your short-term borrowing needs. We take time to understand your personal circumstances, objectives and concerns before recommending the most suitable mortgage option for you.
A mortgage is probably the largest and most significant long-term financial commitment you can make. Whether you’re buying your first home, moving to a larger property, or considering a later-life mortgage, finding the right product is vital. At PFM Associates, we provide personalised mortgage advice that considers your unique financial position, not just your short-term borrowing needs.
As independent mortgage advisers in Poole, Dorset, we have access to mortgages across the whole of the market, including exclusive deals not available directly to consumers. Our approach combines extensive mortgage expertise with comprehensive, bespoke financial planning to ensure that your mortgage fits seamlessly into your broader, long-term financial strategy.
We know that everyone’s situation is unique, which is why we take time to understand your personal circumstances, objectives and concerns before recommending the most suitable mortgage option for you.
Types of Mortgages We Arrange
We can independently advise you of your options across the market, source and advise on competitive rates, advise on the most suitable product and repayment options, and provide full support before and during the remortgaging process.
There have been many cases where we have helped our clients save money on their mortgage payments by accessing the whole of the marketplace for the best mortgage deal.
The types of mortgage products we can advise on include:
- Income and outgoings
- Remortgaging options
- Buy-to-let mortgages for property investors
- Commercial mortgages for business owners
- Lifetime mortgages for older borrowers, including interest-only mortgages and retirement mortgages
- Mortgages to buy a second home
- Second charge loans
- Holiday home mortgages
Meet our Mortgage Advisors
What our clients say
Mortgage Strategy and Financial Planning
Your mortgage shouldn’t be considered in isolation from your other financial arrangements. We consider your entire financial goals and portfolio, offering advice on:
- Repayment options and strategies
- Interest rate considerations
- Tax implications of different mortgage structures
- Appropriate life insurance and income protection
- Investment and pension planning considerations
- Complex income structures for self-employed professionals, contractors, and those with multiple revenue streams
We also work with lenders who can help with:
- Competitive rates on high-value properties
- Solutions for clients with adverse credit
- Mortgages for overseas clients looking to invest in UK property
Not only will we take the time to understand your needs and circumstances, and search the entire mortgage market, but we’ll handle the application process, liaise with lenders and solicitors to ensure everything progresses smoothly. We’ll remain transparent and approachable throughout the process and beyond, providing you with advice, support and reassurance whenever you need it.
Independent, Reliable Mortgage Advice in Poole
Going directly to a bank or building society limits your options to their products. As independent advisers, we can access the entire market, provide tailored, unbiased advice based on your unique position, offer regular reviews and ongoing support, and full coordination of your mortgage with your broader financial goals.
Our protection advice will also be tailored to your financial and family circumstances, and we will not force any mortgage protection products if you don’t need them. If you’re looking for friendly, dependable mortgage advice that considers your whole financial picture, contact our mortgage specialists for a free, no-obligation initial consultation.
The value of your investments can change, so it’s important to ensure you get the best possible return on your investment.
Why work with us?
There are many reasons why over 2,000 people in Dorset, Hampshire and the South have chosen us to help them on their financial journey.
Be advised that the Financial Conduct Authority does not regulate some forms of commercial or buy-to-let mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Ready to start your journey?
If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.