Covering Bodmin and the surrounding area in Cornwall, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Our office is based in St Wenn. St Wenn is situated in the middle of Cornwall and is not far from Newquay, Padstow, Bodmin and St Austell.
Clients are welcome to use our Cornwall office. Alternatively our advisers provide a home-based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Adviser
Simon is an independent mortgage and protection adviser working in and around the Bodmin/Cornwall area. He provides advice on:
Simon has worked in financial services since 2004 and specialises in providing mortgage and protection advice. He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year.
‘I always give honest and transparent advice and aim to forge long term relationships with my clients. I am patient and empathetic and will always take the time to talk you through the best options, empowering you to make informed decisions’.
In Simon’s spare time, he loves to explore the picturesque landscape of the South West taking part in local beach cleans and competing in local sporting events.
For independent mortgage and protection advice in Bodmin contact Simon.GET IN TOUCH TODAY
What our clients say
Simon provided a 10/10 service from start to finish, being a first time buyer I have very little knowledge in terms of mortgages, so this was a very new thing for me. He helped me throughout the whole process and he was always on the other end of the phone whenever I needed any advice or reassurance.
Mrs Galan, Bodmin
Simon clearly explained the varying products and options re upgrading my cover and made this process as smooth as possible
Mrs Willey, Bodmin
Simon provided excellent advice and recommendations on various options and schemes and finalising the option which most suited our current circumstances (including life assurances).
Mr Robins, Bodmin
Simon was excellent, he helped us find a mortgage that was a better deal than I imagined. The service offered is simply fantastic, quick responses to any emails, chasing people on my behalf to ensure things are moving and giving really good advice.
Mr Evans, Bodmin
Simon guided me through every step of the process of becoming a home owner. He advised on the best mortgage, life and critical cover, building and contents cover and all the other small details inbetween.