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Free financial reviews, helping you assess your financial situation

Our free financial review service can help you to look at your own finances with the benefit of our expert advice.

No matter what your financial situation, an outside perspective can help you see the status of your finances. We will present everything in simple terms and offer suggestions on ways you can lower your costs, reduce debts and invest for the future.

Following a financial review we can discuss any of our mortgage, insurance or will writing services that you feel you may want to consider.

How a financial review can benefit you:

  • No cost and no strings attached
  • Independent assessment of your finances
  • Expert financial advice from an independent financial advisor
  • All findings broken down and made easy to understand
  • Simple steps and goals tailored to you to help you to decide the best course of action

Even if you are in a strong financial position, it is always good to get an independent overview of your situation.

*Your home may be repossessed if you do not keep up repayments on your mortgage or any debt secured on it.

Mortgage advice - Weston-Super-Mare, Somerset - Amethyst Mortgage Services - Financial Advice


“We have been very pleased to have chosen Paula as our mortgage broker. She has been very quick, efficient and friendly, and has come up with creative ideas and mortgage products we would not have found on our own. We are very happy to recommend her to other potential clients.”

- Bob B and Liz H, Exeter


“Paula has taken all the hassle out of finding mortgages (investment and residential) and has saved so much time for me by dealing with the lenders on my behalf. I would recommend her to anyone!”

- Mrs H, Exeter


To arrange your free financial review call today on 01278 238 144

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