We are a small independent company based in Wokingham. We pride ourselves on giving our customers, and their family and friends, the best mortgage and insurance advice in a very friendly and efficient way.
Having worked in the area and industry for over 20 years, our team has a fantastic knowledge of the housing market and property purchase process, which we will manage for you from end to end making everything as simple and hassle-free as possible.
Unlike many mortgage and protection advisers we prefer not to charge our customers a fee. We are paid by the provider to complete all the administration and checks for your application on their behalf – this means that in most cases we can offer our advice for free!
We love to meet our customers, at our office at The Barn in Waterloo Road in Wokingham, but are just as happy to help over the phone and by email.
Andy and Bob, thanks so much for all your work and patience. Thanks for answering our million and one questions. You’ve been brilliant!
Kaylea and Carl
Thank you so much for all your help, assistance and guidance. You’ve been fantastic and I will have no hesitation whatsoever in recommending you to my friends, colleagues and clients.
Nicholas Marshall, Lancaster
Bob Poole & Andy Clark have been professional & personal friends of mine for many years. The financial services they offer are wide ranging, can be refined for virtually any requirement, and to my certain experience their knowledge and feel for the specialist markets led by property and all related matters are second to none. I hope you may consider using their services – you will be in the very best of hands.
Ken Schofield MBE
I need a mortgage
I need to protect my family
What our customers say
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. TYPICALLY WE DO NOT CHARGE A FEE FOR MORTGAGE ADVICE, HOWEVER IN SOME CIRCUMSTANCES THERE MAY BE A FEE FOR MORTGAGE ADVICE WHICH WILL BE AGREED AT THE OUTSET.