About us

The Family Firm You Have Trusted Since 1991

Our Story

Discover Our Family-Owned Values

The Mortgage Shop is a family-run firm established in 1991, offering comprehensive financial planning services including mortgages, protection, pensions, and investments. We pride ourselves on delivering first-class customer service and building lasting relationships.

We pledge to provide relevant mortgage & protection advice through our staff that are specifically trained in Mortgage regulation. Our Caring and confidential approach is the cornerstone of our business which is underpinned with honesty, integrity and friendliness. The Mortgage Shop does not charge for the initial consultation.

Our Approach

Our Commitment to Honest Financial Guidance

Client-Centered Focus

At The Mortgage Shop, we prioritise our clients' needs above all. Our dedicated team is trained in mortgage regulations to provide tailored advice that aligns with each individual's financial goals and aspirations.

Honesty and Integrity

We operate on a foundation of honesty and integrity, ensuring that our clients receive clear, unbiased advice. Our caring and confidential approach fosters trust, making us the go-to choice for financial planning.

We are part of The Openwork Partnership

The Openwork Partnership is one of UK’s largest and longest-established financial advice and investment companies. Through many changes and challenges we have been a constant presence for over 45 years. We have served over two generations of clients and together seen a lot of change. Every firm is individual and distinct, yet we share values and standards with each other - for the benefit of our clients. As a Partnership we work together to: Make sure we work to the highest standards of compliance and regulation. Fully research the financial products available and work with product providers to secure the best solutions for our clients. Access correct training and professional development. Sustain quality standards in the advice we give our clients. We are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism. If it matters to our clients, it’s a matter of personal importance to us.

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