Hestia Mortgages

Financial Advice

  • Financial planning to achieve the lifestyle you want
  • Expert advice to help you buy your dream home, or start your business
  • Help with investing to get your money working harder

Get in touch to book a free no-obligation chat to see how we can help you achieve your financial goals.

Arrange a meeting to speak to
one of our financial advisors

    Personalised Financial Planning

    How often do you think strategically about your money and your plans for the future? Do you know the best ways to save, invest and structure your money to make sure it’s feasible?

    That’s where personalised financial planning comes into play. With professional advice you can set yourself on the path to achieve your financial goals in life.

    We take our time to get to know you, to understand your values and what motivates you. Perhaps you want to retire at 50, or buy a chalet in the Alps, or build a trust fund for your child’s education. Whatever your goals, we’ll help create a roadmap for you to match your aspirations with your financial means.

    We understand that circumstances change. Plans pivot. We’ll help you adjust your plan to prepare for a new baby, or buy a new home, or invest an inheritance sum wisely.

    Whatever happens, we’ll help you stay on track and make your money work as hard as you do.

    Banking and Mortgages

    Mortgages and loans can springboard you into the lifestyle you want. But they have to be affordable. Whether you need a hand with your dream home or a loan to start a new business, finding the right funding is key.

    We’ll assist you with everything you need from an initial consultation, to gathering the documents and submitting the application. With advice from an expert you can navigate through the various options and financial jargon to see clearly which terms will suit you best.

    Investment planning

    It’s great to have savings in the bank, but it’s not the best long-term strategy for your finances. That’s because inflation will erode the value of your savings, particularly when the interest rate is low.

    The best way to put your money to work is to invest it wisely. If you’re willing to stick it out, for at least five years (and preferably much longer), you can see significant growth in your investment savings pot. Of course, investments will fluctuate, but with input from an expert, you’ll be able to find investment funds that you trust to grow your money.

    We understand that you care about the causes your money supports. It’s not always easy to discern where a fund invests its money when you’re looking at them by yourself.

    Our professional advisers can give you background on the fund managers and provide you with a breakdown of the way the fund uses your money. That way, you can be sure that you’re investing ethically and responsibly. Some funds actively help to tackle climate change, so if that’s an issue that’s important to you, let us know. We’ll help you grow your money while looking after the planet.

    Your journey towards your new home

    How to get a mortgage for your first home

    Find out about the process for applying for your mortgage – Where to look, what documents you need, how long it takes. Read our guide on how to get a mortgage.

    How much could you borrow?

    Pop in your deposit and your household income and work out how much you can borrow. Use our mortgage calculator to work out your budget for your new home.

    Agreement in Principle

    Find out about the process for applying for your mortgage – Where to look, what documents you need, how long it takes. Read our guide on how to get a mortgage.

    Hestia mortgages ltd will be what is known as the ‘controller’ of the personal data you provide to us. We only collect basic personal data about you which does not include any special types of information or location-based information.

    We need to know your basic personal data so we can make contact with you and respond to your message, request or query. All the personal data we process is processed by our staff in the UK.

    Your data will only be shared with third parties if this is necessary to respond to your request. If this is the case, we will seek your permission before passing on your details.

    We may store your data for up to six years past the end of any business relationship, after which time it will be securely destroyed. If you would no longer like us to process your data at any time, you have the right to object to processing of your data. To do this, please contact info@hestiamortgages.co.uk

    You have the right to object to the processing of your data. You also have the right to request access to your data at any time. You have the right to rectification and/or erasure of personal data or restriction of processing. If you wish to raise a concern related to how we have handled your personal data, you can contact us to have the matter investigated at compliance@sdlgroup.co.uk. If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law, you can complain to the information commissioner’s office: https://ico.org.uk