Financial Advisor & Mortgage Broker in Beverley

        Independent Financial Advisor & Mortgage Brokers  

37a North Bar Within, Beverley, East Riding Of Yorkshire, HU17 8DB

Hull   01482 350375             Sheffield   0114 3087676

We are Independent Financial advisors and Mortgage brokers dedicated to provide a solution to our clients.


We offer a free appointment to discuss your requirements and we can evaluate if we are able to help you.


We believe that our local community requires a independent local advisor which understands the needs of the local people and provide a friendly service without jargon.

Our guiding principles


Best advise - providing you with products and services suitable for your needs


Great Service - prompt, reliable, friendly, always centered around you


Clear, open communication - so you always know where you stand


Good information - honest and accurate, timely and relevant


Continual improvement - enhancing and updating our service to you


Quality control - identifying failings and putting them right


Checking and monitoring - reviewing information, tracking process

Types of financial adviser


Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs.


There are two types of financial advisers:


Independent financial advisers (IFAs) give unbiased advice about the whole range of financial products from all the different companies available (Like us)


Restricted advisers give advice on a limited range of products. They may specialise in one area, for example pensions, or they may only offer advice on products offered by a limited number of companies.

It's usually best to get independent financial advice so that you can look at the widest range of advice and products available.



Types of mortgage brokers


A whole-of-market broker will be able to assess every available mortgage so they can recommend the very cheapest or most suitable deal for you. This could potentially save you a lot of money.


Tied mortgage brokers: These brokers can offer you a mortgage only from a specific single lender.


Multi-tied mortgage brokers: These brokers can offer you a mortgage from a select panel of mortgage providers.


Whole-of-market brokers: These brokers have access to all of the mortgage products available on the market. (Like us)


Choosing a mortgage broker - Which?


Independent Financial Advice & Mortgage Brokers

2nd floor, 37a North Bar Within, Beverley, HU17 8DB

Call us Now on  01482 350375 or Sheffield 0114 3087676

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Linkage Financial Solutions Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Linkage Financial Solutions Ltd is entered on the FCA register ( under no. 998729. Registered office: 2nd Floor, 37a North Bar Within, Beverley HU17 8DB. Registered in England and Wales Number: 14757948.

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