Fee-Free Mortgage & Protection Advice
Exceptional financial planning service with an expert approach
Getting a mortgage can sometimes feel like a daunting and time-consuming process but it doesn’t have to be.
Our goal is to provide you with qualified, expert advice at a time and place is convenient to you. Sourcing you a mortgage that meets your requirements and financial goals. Ensuring the process is as simple and stress free
Whether you are a first-time buyer, looking to move home or re mortgage your current property, we can help you achieve your goals and your next step on the property ladder.
Buy To Let
Want to explore the possibility of buying a second home to rent out or an experienced portfolio landlord? We have the expertise and knowledge to source you a competitive deal and work with you to ensure your property investments are working for you.
Tailored personal protection to meet all your protection needs, from life cover to protect your family should the worst happen to business protection to insure and protect the business that you have worked hard to build.
Later Life Lending
However well you have planned for your retirement you may not have enough for all things you have planned. With the ever-growing later life lending market, it can seem a complex and difficult area to navigate. Along with our later life lending partners we will give you expert, tailored advice on how best to access the equity you have in your home.
Home & Office Visits
We can come to your home or place of work to meet with you and discuss your needs in a place that is comfortable and convenient to you. Alternatively, you can visit us at our office in Taunton.
Evening & Weekend Appointments
In todays fast paced world it seems we are all always so busy. In order to fit around your commitments, we are more than happy to meet you in the evening or at the weekend as well as usual business hours.
Your property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let mortgages are not regulated buy the Financial Conduct Authority
In some cases, there may be a fee and the precise amount will depend on your circumstances. This will typically be £300. There is no charge for an initial consultation.
Mortgage and Protection Adviser
I joined Aitana Financial Services in March 2019 working from the new office in Taunton.
I currently specialise in Mortgage and Protection advice, both for individuals and businesses.
I really enjoy getting to speak to people from a wide range of backgrounds and help them realise their property ownership goals. Whether you are a first time buyer or an experienced property developer my aim is to provide tailored solutions to your financial needs and build a long standing relationships with my clients.
I Live in Taunton, Somerset with my wife and 2 children and spend most of my spare time running around after a toddler and generally enjoying family life.
When I manage to get some time to myself, I enjoys cycling my bike too far away and up hills that are far too steep.