Empowering Your Financial Future
Discover bespoke solutions tailored to your needs in mortgages, insurance, and equity release. Let our trusted experts guide you to make informed decisions that secure your wealth and peace of mind.
Mortgage Advice
Get expert guidance on finding the right mortgage for your needs. We help you navigate options, gather necessary documents, and secure the best rates available.
Insurance Policies
Protect your assets with comprehensive insurance policies, tailored to your lifestyle. From home to life insurance, ensure you have the right coverage at an affordable price.
Equity Release Plans
Unlock the value in your home with our equity release strategies. We guide you through the process, helping you make informed decisions that suit your financial situation.
Financial Reviews
Stay on top of your finances with our thorough review services. We evaluate your portfolio and suggest adjustments to improve your financial health and meet your goals.
Retirement Planning
Plan for a stable and enjoyable retirement with our tailored strategies. We will help you save effectively and guide you through options that secure your future.
Investment Solutions
Grow your wealth with our diverse investment options. We combine market insights with your goals to create a strategy that maximises your returns while managing risks.
What our clients say:
Megan MorrisTrustindex verifies that the original source of the review is Google. We have used Paul from Expert Financial to help us buy our first home. He’s been amazing, very informative and supportive with the understanding and process of buying a house for the first time. I highly recommend the team at Expert Financial. Great service and continued support. Troy BelonyTrustindex verifies that the original source of the review is Google. Can't fault Expert Financial in guiding me through the process of a mortgage & protection as a first time buyer. Would highly recommend for anyone unsure where to start! Lauren ReynoldsTrustindex verifies that the original source of the review is Google. Cannot recommend Elliot highly enough. Fab communication from start to finish and answered all our questions perfectly. He is extremely knowledgable and made the whole process super smooth. Thank you so much! Dale KirbyTrustindex verifies that the original source of the review is Google. Outstanding service from Elliot. From start to finish, he was professional, knowledgeable, and genuinely supportive. He took the time to explain every step clearly, answered all my questions with patience, and made what could have been a stressful process feel smooth and manageable. Elliot was always responsive, proactive, and clearly had my best interests at heart. I felt completely confident knowing he was handling my mortgage. I couldn’t recommend him highly enough to anyone looking for a trustworthy and efficient mortgage advisor. Samuel JohnTrustindex verifies that the original source of the review is Google. As a first-time buyer I could not have had a better mortgage advisor than Bill Tickner at Expert Financial. I often had questions for Bill at odd hours, and he was always on hand to answer. With his help, the process felt smooth. He was very reassuring (when I had worries during the process) and always a pleasure to speak to. It was largely through him that I gained an understanding of a process I previously knew nothing about. Alongside Bill, there were a number of other members of Expert Financial that supported me during the buying process. I completed the purchase of my first flat a little over a week ago! I'm very glad that I chose to use a mortgage advisor, very glad it was Expert Financial, and very glad that it was Bill! Sam Philip MillsTrustindex verifies that the original source of the review is Google. Sam at the St Ives office made the process so quick and easy for me. It's always worrying as a first time buyer trying to muddle through the house buying and mortgage process but him and the team made it so easy and simple. Sarah KilbyTrustindex verifies that the original source of the review is Google. Over a period of ten years, I have consistently received excellent support and guidance from Sam (& more recently Lucy, too) at the St Ives branch. There’s a feeling of “we’ve got you” - something of a rare find these days. Excellent communication, lots of reassurance, and I am given confidence that my best interests are being made a priority. Here’s to many more years of being supported by Sam & team! NiranjaniTrustindex verifies that the original source of the review is Google. Excellent mortgage service, especially from Bill. Bill and the team were extremely supportive and responsive, answering all our mortgage-related queries instantly — even outside normal hours when needed. They went the extra mile to ensure everything was handled smoothly. Bill carefully reviewed our situation and clearly explained what was possible and what wasn’t, which gave us great confidence. The mortgage advice was thorough, reliable, and professionally handled. We can’t thank Bill and the team enough — highly recommended for anyone seeking mortgage assistance. Amal MohamedTrustindex verifies that the original source of the review is Google. Highly recommend Sam Shortt! Amazing to work with.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
Your Trusted Advisors
Helping you navigate your financial choices
At Expert Financial, we believe in empowering you with the right information to make informed decisions. With expertise in mortgages and insurance, we guide you through every step, ensuring you feel confident and secure. Let us help you achieve your goals for home ownership and financial stability.
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Your Trusted Advisors
Get in Touch
We’re here to assist you with all your financial needs. Reach out to us directly with any questions or to schedule a consultation.
- 01480 718719
- info@expert-financial.co.uk
- 8 The Pavement, St Ives PE27 5AD