About Seventy Financial Planning
Finding the right mortgage can be a daunting and difficult task even if your financial circumstances are relatively straight forward and even more so if you don’t tick all the lenders boxes!!
What is the right type of mortgage for you? Which lender can lend you the required amount? Which lender is offering the best deal bearing in mind all costs?
The answer to these questions are different for everybody so professional advice can save a lot of time, effort and money in arriving at the right solution.
Having over 10 years experience in the mortgage industry and independent status puts me in a fantastic position to be able to find the right mortgage for all types of client.
Experience & Qualifications
Certificate in Mortgage Advice and Practice (CeMAP)
Certificate in Regulated Customer Care (Ce RCC)
Certificate in Regulated Equity Release (CeRER)
Diploma in Regulated Financial Planning (DipPFS)
Seventy Financial Planning is a trading name of CGR Wealth Management Limited who is authorised and regulated by the FCA (FCA No 756248)
When securing our mortgage initially, Andrew was involved throughout the process - finding the best mortgage options for our needs and setting up other associate considerations such as life insurance and home insurance. He made a great effort to ensure that what he presented to us actually suited our scenario rather than just being a set of stock options. He managed the process of all our applications and was always available to provide prompt assistance. In the second instance, we only required assistance with finding the right mortgage deal at the end of our initial fixed term. Again, Andrew made sure to deliver options that were suited to our current financial situation and catered for changes we expected in the future. Maybe even more importantly - Andrew is a really nice guy. It was an absolute pleasure to use his services as we both enjoyed his company and knew that he genuinely cares about doing the right thing for the client, not just getting a job done quickly.
- Jamie - Leeds
Andrew helped me and advised me over a number of months as I searched for a BTL property. It was my first mortgage application and there was lots of variables and possible options for me, but he was patient with me the whole time and gave me clear, honest, professional advice.
- Fionn - Manchester