IFA & Mortgage brokers.
Expert advice where and when you need it.
At Home & Finance, we really do cater for all your home and financial needs. Whatever your situation, at some stage you will need financial or mortgage advice – for the whole of your life.
Working from our three Cumbria offices, our experienced and highly qualified financial advisers and mortgage brokers provide expert advice to customers locally and across the UK. Some customers approach us because they are moving home and need a mortgage, others want to discuss their retirement plans, and some are considering protection for themselves and their family.
Whatever the reason, we will take the time to understand your situation and your goals. This will enable us to develop a bespoke plan for you that will help you achieve your long-term objectives.
One of the many benefits of working with Home & Finance is that within the wider group we can offer a range of associated professional services. Our teams are all part of Home & Finance, therefore if you’re moving home our estate agency and legal teams can work with our mortgage brokers, helping to ensure a smoother path to a successful sale or purchase.
So, if you’ve got a family, you’re a young professional planning for the future or you’re a business owner or director, our advisers can help you take control of your finances.

Expert advice where and when you need it.
At Home & Finance, we really do cater for all your home and financial needs. Whatever your situation, at some stage you will need financial or mortgage advice – for the whole of your life.
Working from our three Cumbria offices, our experienced and highly qualified financial advisers and mortgage brokers provide expert advice to customers locally and across the UK. Some customers approach us because they are moving home and need a mortgage, others want to discuss their retirement plans, and some are considering protection for themselves and their family.
Whatever the reason, we will take the time to understand your situation and your goals. This will enable us to develop a bespoke plan for you that will help you achieve your long-term objectives.

Come for a coffee and see how we can help you!
One of the many benefits of working with Home & Finance is that within the wider group we can offer a range of associated professional services. Our teams are all part of Home & Finance, therefore if you’re moving home our estate agency and legal teams can work with our mortgage brokers, helping to ensure a smoother path to a successful sale or purchase.
So, if you’ve got a family, you’re a young professional planning for the future or you’re a business owner or director, our advisers can help you take control of your finances.
