Offering you peace of mind in your financial decision making

The advice you receive and the decisions you make now about financial plans and insurance protection can affect your life and that of your family for many years to come. So, The Mortgage Place offers you impartial, expert financial advice. We tailor our guidance to ensure you have the cover you need to protect your assets and opportunities over a lifetime. For example, our financial protection advice includes cover for:

  • Life Insurance
  • Critical Illness
  • Income Protection
  • Accident, Sickness & Unemployment
  • Home and contents insurance
  • Wills

A Personalised Service to Suit Your Circumstances

We pride ourselves on treating every customer as an individual. So, you’ll receive independent advice from us that considers your unique circumstances. This is done as part of a wider process of financial planning for yours and your family’s future security.

We are mortgage brokers and independent financial advisors with access to a wide range of products. The Mortgage Place takes a holistic approach to our clients’ financial planning. We evaluate the range of insurances available to determine the best for your personal situation.

With an established, first class reputation working with clients throughout Dorset and surrounding areas, The Mortgage Place is here to help at every step of the way. We have helped many of our customers live their lives without financial worries.   

For advice about any of these financial protection and insurance solutions and how they would be beneficial as part of your financial planning, contact us to book an appointment to speak with us. We’re always happy to advise. And remember, we are free of charge with no obligation.