Investments

Helping You Make the Most of Your Money

At The Mortgage Shop, we understand that everyone has different goals when it comes to investing.

Whether you’re looking to grow your wealth, save for the future, or plan for your children’s education, we can help you find an investment strategy that works for you. As a family-run business based in Blackpool, we pride ourselves on offering honest, straightforward advice in a friendly and approachable way. We take the time to understand your personal circumstances, goals, and attitude to risk before recommending a suitable investment solution.

Our Story

Independent Advice, Backed by Experience

We are proud to be part of the Openwork network, one of the UK’s largest and most established financial advice networks.

Through this partnership, we have access to a carefully selected panel of investment providers and solutions to suit a wide range of needs.

Our Approach

We Can Help You:

Our advisers will take the time to understand your situation, explain your options clearly, and guide you through every step of the mortgage journey – from initial enquiry to completion.

General investment accounts (GIAs)

Junior ISAs and children’s investments

Stocks and shares ISAs

Investment bonds

Ethical and sustainable investment options

Regular savings plans and lump-sum investing

Whether you're investing for the first time or reviewing your existing portfolio, we’re here to help you make informed, confident decisions about your money.

The value of investments and any income from them can fall as well as rise. You may not get back the full amount you invested.

Family-run business

with local values

Tailored advice

to match your retirement goals and stage of life

Access to a wide range of pension providers

via the Openwork network

Support with pension planning

reviews, and retirement options

Straightforward, jargon-free advice

you can rely on

Ready to Plan Your Future?