A Finance Broker With an Accountant's Eye for Detail
Futurewise Finance helps individuals, landlords and businesses across the UK secure mortgages, commercial finance and protection. We are part of the Futurewise group, alongside Futurewise Accountancy, which means every recommendation we make is grounded in a proper understanding of your finances.
Why We Set Up Futurewise Finance
Futurewise Accountancy has spent [NUMBER] years helping business owners, sole traders, landlords and contractors keep their finances in order. Time and again, those same clients came to us with the same frustration: they had a healthy, profitable business, yet getting a mortgage felt like an uphill battle.
The problem was rarely the client. It was the way their income was presented. Lenders assess self-employed and company director income in very particular ways, and a set of accounts prepared for tax purposes does not always tell the story a mortgage underwriter needs to hear. Brokers who do not understand accounts can struggle to bridge that gap, and applications get declined or delayed as a result.
Futurewise Finance was created to solve that problem. By bringing finance broking and accountancy expertise together under one roof, we can look at your income the way a lender will, spot potential issues early, and place your application with a lender whose criteria genuinely fit.
That approach works just as well for employed clients, first-time buyers and homeowners looking to remortgage. Everyone benefits from advice that starts with a clear view of the numbers.
Mortgages, Commercial Finance and Protection
We arrange residential mortgages, including homeowner, interest only, self-employed, buy to let, high value and remortgage cases. On the commercial side, we arrange bridging loans, asset finance, property finance and limited company buy to let. We also advise on protection, from life insurance and critical illness cover to income protection and buildings and contents insurance.
We have access to [WHOLE OF MARKET / NUMBER OF LENDERS], including high street banks, building societies, specialist and private lenders, and products that are only available through brokers.
What You Can Expect From Us
Honesty First
Plain English
Transparency on Cost
Continuity
The People Behind Your Application
[ADVISER NAME], [JOB TITLE] [Short bio: years in financial services, qualifications such as CeMAP / CeRER / CeFA, areas of specialism, and a personal line to build trust.]
[ADVISER NAME], [JOB TITLE] [Short bio.]
[Add team photos. Real photography is strongly recommended over stock for a regulated advice business.]
One Team for Your Finances
Many of our clients also use Futurewise Accountancy for their bookkeeping, accounts and tax returns. If you do, we can share information securely (with your permission) so you are not supplying the same documents twice. If you already have an accountant, we are equally happy to work alongside them.
Explore more of what we offer
How We Work
Residential Mortgages
Working With Us Remotely
Free initial consultation
A short call or video meeting to understand what you want to achieve and what your finances look like.
Online meetings
Talk to your adviser by video or phone at a time that suits you, including [EVENINGS / WEEKENDS, CONFIRM].
Secure document upload
Send payslips, bank statements and accounts through our encrypted portal the moment you have them.
Electronic ID verification
Confirm your identity online in minutes.
E-signatures
Sign your paperwork digitally, from your phone if you like.