We have access to mortgages from the whole of market and we pride ourselves in sourcing the most appropriate mortgage for the individual's needs. Our recommendations will always be made on a comprehensive and fair analysis of the mortgage market.
Protecting Our Clients
A mortgage is likely to be the biggest financial commitment many people make. Our job as advisers is to plan for your long term financial security and in doing so we consider those events which present a risk to your ability to repay the mortgage.
24/7 Access To Your Finances
The Curchods Mortgage Services Portal has been developed for our clients and is the core element of our ongoing service proposition. It provides a summary of financial affairs by acting as your online filing cabinet and is accessible at any time and from any location.
Treating Customers Fairly
As part of Lifetime Wealth Management Ltd we are members of Quilter Financial Planning Ltd, a network of over around 3000 financial advisers monitored by the Financial Conduct Authority who ensure we comply with their rules and regulations including the 6 Principles of 'Treating Customers Fairly'.
We have access to mortgages from the whole of market and we pride ourselves in sourcing the most appropriate mortgage for the individual's needs. Our recommendations will always be made on a comprehensive and fair analysis of the mortgage market.
Personalised Finance Solutions
Whether you are looking at raising money for home improvements, looking for a better monthly payment than you currently have or want to restructure the terms of your current loan, we can help.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
24/7 Access To Your Finances
The Curchods Mortgage Services Portal has been developed for our clients and is the core element of our ongoing service proposition. It provides a summary of financial affairs by acting as your online filing cabinet, accessible at any time and from any location.
Treating Customers Fairly
As part of Lifetime Wealth Management Ltd we are members of Quilter Financial Planning Ltd, a network of over 3000 financial advisers monitored by the Financial Conduct Authority who ensure we comply with their rules and regulations including the 6 Principles of 'Treating Customers Fairly'.
We have access to mortgages from the whole of market and we pride ourselves in sourcing the most appropriate mortgage for the individual's needs. Our recommendations will always be made on a comprehensive and fair analysis of the mortgage market.
Fulfilling Your Obligations
We can refer you to ARLA qualified letting agents who keep on top of the ever-changing legislation to guide and advise you at every step. You can feel confident Curchods lettings agents will help you meet your legal and financial obligations as a landlord.
24/7 Access To Your Finances
The Curchods Mortgage Services Portal has been developed for our clients and is the core element of our ongoing service proposition. It provides a summary of financial affairs by acting as your online filing cabinet and is accessible at any time and from any location.
Treating Customers Fairly
As part of Lifetime Wealth Management Ltd we are members of Quilter Financial Planning Ltd, a network of over 3000 financial advisers monitored by the Financial Conduct Authority who ensure we comply with their rules and regulations including the 6 Principles of 'Treating Customers Fairly'.
If you want more financial freedom in your retirement it’s worth investigating how you could redress the balance between equity tied up in property vs disposable income. Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Personalised Finance Solutions
Whether you are looking at repaying your existing mortgage, carrying out improvements to your current home, helping your children onto the property ladder or booking a once in a lifetime holiday, we can help. Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
24/7 Access To Your Finances
The Curchods Mortgage Services Portal has been developed for our clients and is the core element of our ongoing service proposition. It provides a summary of financial affairs by acting as your online filing cabinet and is accessible at any time and from any location.
Treating Customers Fairly
As part of Lifetime Wealth Management Ltd we are members of Quilter Financial Planning Ltd, a network of over 3000 financial advisers monitored by the Financial Conduct Authority who ensure we comply with their rules and regulations including the 6 Principles of 'Treating Customers Fairly'.
Whether you are looking at raising money for home improvements or looking for a better monthly payment, we can help.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release is designed to help people over the age of 55 who either own their property outright or have small mortgages.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Whether you are an experienced property landlord or a first time investor, we can help clarify the terminology, benefits, risks and associated costs of borrowing to invest in rental property.
The Financial Conduct Authority do not regulate some buy to let mortgages.
Unique within our industry, the portal gives you the ability to securely access documents, receive updates and share information as and when you are ready.
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“Couldn't ask for a better team to take on our mortgage application! Being first time buyers we were new to the whole thing and Matthew gave us confidence that he could get us the deal we needed. Lauren kept us up to date daily with the progress of our application and just got on with any questions they had to ask (I heard they gave her a bit of a hard time) but she didn't make any of it our problem and just gave us the good news we needed at the end! Highly recommend and we will be using them again! Thank you so much for all your help guys we really appreciate all you done.”
Zoe Horwell
08/01/2020
Curchods Mortgage Services is a trading style of Lifetime Wealth Management Limited, which is an appointed representative of Quilter Financial Services Limited, Quilter Mortgage planning Limited & Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority and registered as 440703, 440718 and 217742 respectively.
If You Are Unhappy With Our Service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Quilter
Sunderland
SR43 4JP
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website: http://www.quilterfinancialplanning.co.uk/contacts. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financialombudsman.org.uk)