Money & Mortgages UK LLP
M&
Financial Advisors
Money & Mortgages UK LLP
Dalton Place, Manchester M2 6DS
# Money & Mortgages UK LLP
Money & Mortgages is an award-winning financial advisory firm based in Manchester, specialising in comprehensive financial planning for individuals seeking expert guidance on mortgages, pensions, investments and protection strategies. Operating for over 20 years, the firm has built its reputation on treating customers fairly and delivering personalised advice rooted in thorough understanding of each client's unique circumstances.
The business serves clients throughout the UK who require sophisticated financial planning, whether first-time buyers securing mortgages, professionals optimising investment portfolios, or later-life clients exploring equity release options. Their team comprises exceptionally qualified professionals, including Chartered Financial Planners and Fellows of the Personal Financial Society (FPFS) – credentials held by very few UK advisers, representing the gold standard in financial advisory.
What distinguishes Money & Mortgages is their commitment to taking time to listen and understand before advising, combined with their technical expertise. They utilise cutting-edge cashflow modelling technology to demonstrate financial plans visually. The firm holds dual accreditations as a Living Wage Employer and Good Business Charter member, reflecting their ethical business practices. Their service range spans mortgages, pensions and retirement planning, investments, protection and insurance, mortgage capacity reports and equity release advice – offering holistic solutions rather than single-product focus. Clients can access a fees-free discovery call to explore how the advisers can help achieve their financial goals.
Money & Mortgages is an award-winning financial advisory firm based in Manchester, specialising in comprehensive financial planning for individuals seeking expert guidance on mortgages, pensions, investments and protection strategies. Operating for over 20 years, the firm has built its reputation on treating customers fairly and delivering personalised advice rooted in thorough understanding of each client's unique circumstances.
The business serves clients throughout the UK who require sophisticated financial planning, whether first-time buyers securing mortgages, professionals optimising investment portfolios, or later-life clients exploring equity release options. Their team comprises exceptionally qualified professionals, including Chartered Financial Planners and Fellows of the Personal Financial Society (FPFS) – credentials held by very few UK advisers, representing the gold standard in financial advisory.
What distinguishes Money & Mortgages is their commitment to taking time to listen and understand before advising, combined with their technical expertise. They utilise cutting-edge cashflow modelling technology to demonstrate financial plans visually. The firm holds dual accreditations as a Living Wage Employer and Good Business Charter member, reflecting their ethical business practices. Their service range spans mortgages, pensions and retirement planning, investments, protection and insurance, mortgage capacity reports and equity release advice – offering holistic solutions rather than single-product focus. Clients can access a fees-free discovery call to explore how the advisers can help achieve their financial goals.
Services offered
Mortgage advice and arrangementPension and retirement planningInvestment managementInsurance and protection adviceMortgage capacity reportsEquity release adviceFinancial planningCashflow modelling