An Award-Winning Financial Services Intermediary

Our Key Services

residential home

Mortgages

Since 1997 we have provided expert advice across a wide range of lending scenarios. From buying a first home through to multi-million-pound purchases, we have helped turn thousands of clients’ property dreams into reality.

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INSURANCE & PROTECTION

Our teams of advisers cover Private Client, Commercial and Legal Indemnity Insurance plus Protection products. We work with a panel of leading insurance providers to ensure we find the most competitive and comprehensive insurance for our clients.

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FINANCIAL PLANNING

Our independent financial advisers work across all areas of Financial Planning. From retirement strategies to investment strategies and inheritance tax planning, we can help you plan ahead for a more comfortable future.

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COMMERCIAL

Our expert commercial teams can offer tailored advice across a wide range of finance solutions for commercial property, commercial insurances, as well as business finance options for small and medium sized businesses (SMEs).

Employee Benefits

We partner with HR and Employee Benefits & Wellbeing teams, across SMEs and large corporates, to provide their staff with an award-winning mortgage advice service.

What We Offer

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A BESPOKE
SERVICE

We provide a premium, personalised service for all clients, working quickly and discreetly to achieve your desired outcome.
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industry relationships

We have exceptional relationships with the lenders and insurance providers we work with, enabling us to negotiate the best terms for you.
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specialist knowledge

For our advisers, no situation is too complicated – our expert knowledge and wealth of experience means we find solutions where others often cannot.
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transparency and trust

Our impartial advisers pride themselves on their commitment to transparency, giving you peace of mind during the transaction.

Download Our Guides

A guide to buying at auction

a guide to buying at auction

A guide to remortgaging

a guide to remortgaging

A guide to refurbishment finance

a guide to refurbishment finance

A guide to mortgages

a guide to mortgages

Latest Market Insights

Chancellor Rachel Reeves holding budget briefcase

Budget 2025: what it means for your property and investments

Now that the Chancellor has delivered her second Budget, Chief Executive Mark Harris and Antony Cousins, Head of the Wealth Management team at SPF Private Clients, discuss the measures and how they might impact the housing market and our investments. Introduction of a ‘Mansion Tax’

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What does the Budget have in store?

With the Chancellor due to deliver her budget on 26th November, Chief Executive Mark Harris and Antony Cousins, Head of the Wealth Management team at SPF Private Clients, discuss the rumoured measures impacting the housing market and our investments, and assess what it all means.

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What our clients say

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