About Us
- Bristol-based mortgage advisers serving the whole of the UK
- Get high quality advice over the phone, from experienced advisers
- We are regulated by the FCA
Find out more about who we are as a team below, or get in touch today to discuss your needs and goals
Home » About Us
About the team
We are a modern and forward thinking team passionate about helping our clients achieve the best outcome for their situation. Above all else, we are here to help make your home-owning goals and dreams a reality.
We invest in our people, through dedicated training and development for all staff. In fact, some of our most successful advisers have progressed through the ranks throughout their time here. Managing Director Kevin has over thirty years of experience alone, which is complimented by the team’s diverse range of backgrounds and experience across the financial services industry.
As a close-knit bunch, we look out for each other and enjoy socialising outside of the workplace, which creates a visibly welcoming environment for clients and team members alike. We have a wide range of hobbies outside of the workplace, such as sea kayaking, diving, music, sports and travel, to name a few. To find out more about our advisers and team members individually, please visit the Our Team page.
About Mortgage & Equity Release Advice
Mortgage & Equity Release Advice is exactly as the name suggests, we offer a marketplace full of options. This includes a range of exclusive products and allows us to secure our clients the most competitive deal available. Whatever your circumstances, our broad market access allows us to find a product that will match them.
Whilst our policies and business ethics are modern, we feel that the customer experience should be managed personally. We won’t pass you from one department to another and we won’t use webchat robots. When you get in touch, you’ll be having a real conversation, with a real person. Each client will have a dedicated adviser and administrator, who will go out of their way to provide consistently personal and accessible advice, as and when you need it.
We can provide concise and helpful advice in many areas of property finance, however, our core areas of business are:
- Remortgages
- Buy to Let
- Equity Release & Later Life Lending
- Limited Company Director & Self-Employed mortgages
We can also help those clients looking for advice and support in the following areas:
- First Time Buyers – including home ownership schemes, such as Help to Buy
- Debt Consolidation
- Interest-only mortgages
- Bridging Loans (by introduction only)
- Second charge mortgages (by introduction only)
We also work with a range of trusted providers in the supply of a full range of life insurance products, conveyancing and solicitor services, as well as wills and trusts. We work seamlessly with our various partners, referring our clients to reputable services that they can count on.
Our clients
Our clients are wide and varied, many being with us long-term, returning again and again as a result of our high standard of customer care. We also receive a large percentage of our business through referrals, which serves as another positive sign that we are providing a trustworthy and reputable service.
Our reviews speak for themselves, with many comments referring to our friendliness, approachability and the personal touch that we offer, here at Mortgage & Equity Release Advice.
Client portal
Our Client Portal is a fantastic tool for clients and advisers alike. Complete your fact find at your convenience anytime, upload documents through a secure encryption facility, get adviser updates and safely stay up to date with the progress of your mortgage – all without the need to take time off work, travel to our offices, or post anything. We like to keep things simple.
Frequently Asked Questions
Mortgage & Equity Release Advice are an experienced and growing Bristol-based Mortgage Advisers and Brokers. With a wealth of experience spanning the mortgage sector, we deliver high quality advice and utilise the latest technology to keep things simple.
Check out Our Team to find out more.
You can find verified reviews from our clients on Google or Feefo.
Many of our clients use us time and time again, and refer us to friends and family.
We are regulated by the Financial Conduct Authority, registration number 999326. The company is registered in England – No. 11260088.
All our advisors can be found in the FCA’s Register, accessible here.
All our Mortgage Advisers hold a Certificate in Mortgage Advice and Practice (CeMAP).
Many also hold a Certificate in Regulated Equity Release (CeRER) enabling them to advise on the specialist area of Equity Release.
“Our Client Portal and filing systems are securely encrypted to keep your personal details safe.
Smartr 365 follow the ISO/IEC 27001 security standard, which is explained further here: www.isms.online/iso-27001/
Following this standard ensures that all data is secured to the highest of standards as well as upholding GDPR to the highest of standards, while obeying the data protection act.
Phone calls may be recorded for training and monitoring purposes only.”
Mortgage products and advisory firms are regulated by the Financial Conduct Authority. Mortgage & Equity Release Advice is a trading name of KRS Mortgage Services Limited is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority.
Useful Links
Mortgage & Equity Release Advice
- Whole of market advice
- Mortgage agreed in principal in as little as two hours
- Access to competitive mortgage products
- Free Initial Consultation