Financial Advisers Nottingham – Castle Rock Financial Planning

Mortgage Advice

about the service

Securing the right mortgage for your needs, whether you're a first-time buyer, self-employed or remortgaging, we're here to help

Buying a home and obtaining a mortgage is a significant financial commitment, especially for first-time buyers and the self-employed. Getting it right is crucial, and we’re here to help you navigate the process effectively!

By being part of the Openwork Partnership we benefit from strong relationships with over 50 mortgage lenders

This gives us access to a vast knowledge bank and resources, a whole of market mortgage panel for first charge mortgages and access to best in class investment managers. Our comprehensive network of lenders provides a wide range of products, helping us to connect you with the ideal lender no matter how difficult your case is.

We offer fee-free advice on mortgages, as we receive a commission from the lender we recommend. We believe in fairness and will not charge you any additional fees.

WHAT WE SPECIALISE IN

Our Mortgage Services

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First Time Buyers

If you are looking to buy your first home, then having somebody to simplify the process and jargon for you can be a big weight lifted off your shoulders. Whether you have a substantial deposit, or use a scheme such as the First Homes or Shared Ownership, we have the experience to guide you through the process. Our key focus is to take away all the stress of finding the right deal and filling paperwork, leaving you to focus on packing your boxes ready for the big move.

Moving Home

Whether you need more space for your expanding family or need to move for a new job, we can advise you of all the mortgage options that you have when moving home. Options such as porting your existing mortgage over to the new property, redeeming your old mortgage and taking out an entirely new one, or even keeping your existing property to rent out for some extra monthly income. After recommending the most suitable method for you, we will take care of all the paperwork and ensure that your move completes as smoothly as possible.

Remortgage

Remortgaging is where you remain in the same property but change your mortgage to a new lender. Most people do this to obtain a lower rate, however this can also be done if you wished to make changes to your term or release some funds for things such as home improvements. We can also complete product transfers for most lenders, whereby you switch product but remain with the same lender. As part of our service, if your mortgage is obtained through us, we will be in contact with you prior to your current rate ending to discuss your new circumstances and get you the right deal.

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Buy to Let Mortgages

Whether you are a first time landlord purchasing your first investment property or are an experienced landlord wanting to review or expand your portfolio? Our advisers are experts in dealing with Buy to Let mortgages, and our in depth knowledge of lenders’ criteria is invaluable when it comes to getting a mortgage to offer.

Self Build Mortgages

For those of you that are a bit more hands on and are looking to build your dream home, we can explain the process and get you on your way with your hammer and nails. The key difference with a self build mortgage, money is released at various stages of the building progression until completion.

Second Charge Loans

A second charge loan can be a good option for borrowing money without affecting the existing mortgage. This can be secured against residential or Buy to Let properties.

Bridging Finance

A bridging loan is taken out to ‘bridge’ the gap between the purchase of a new property and the sale of an existing one or until necessary works are completed on a property in order to bring it up to a mortgageable condition.

Equity Release

Equity release is available to homeowners aged 55 or over. Its aim is to release equity built up in homes without the owner having to leave the property. This cash can be used for various purposes such as supplementing retirement income or making home improvements.

A Lifetime Mortgage is not suitable for everyone and may affect your entitlement to means tested benefits, so it is important to seek financial advice before taking any action. If you are considering releasing equity from your home, you should consider all options available before equity release.

The interest that may be accrued over the long term with a Lifetime Mortgage, may mean it is not the cheapest solution. As interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home and the value of any inheritance, potentially to nothing.

Although the final decision is yours, you are encouraged to discuss your plans with your family and beneficiaries, as a Lifetime Mortgage could have an impact on any potential inheritance. We would also encourage you to invite them to join any meetings with your Financial Adviser so they can ask questions and join in the decision, as we believe it is better to discuss your decision with them before you go ahead.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

Some Bridging Finance and most Buy to Let mortgages are not regulated by the Financial Conduct Authority.

More information

Download our Mortgage Guides

Please see below our mortgage guides that will provide more information on Residential, Help to Buy and Buy to Let Mortgages.

Mortgage Guide

Help to Buy Guide

Buy to Let Mortgage Guide