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Mortgage Lenders

Compass Financial Planning & Employee Benefits

Compass Financial Planning & Employee Benefits is a UK-based company that specializes in providing financial services to its clients. They offer a range of services including mortgage lending and employee benefits. The company is located in Waterlooville, England, and is committed to providing its clients with expert financial advice and support. With a team of experienced professionals, Compass Financial Planning & Employee Benefits is dedicated to helping its clients achieve their financial goals.

Introduction to Compass Financial Planning & Employee Benefits

Compass Financial Planning & Employee Benefits is a UK-based company that specializes in providing financial services, including mortgage lenders services, and employee benefits. The company was founded on the belief that everyone should have access to quality financial advice, regardless of their background or financial situation. This is what sets Compass Financial Planning & Employee Benefits apart from its competitors - a commitment to providing personalized and accessible financial services to its customers.

Services & products

Compass Financial Planning & Employee Benefits offers a range of financial services, including mortgage lenders services and employee benefits. Their team of experienced financial advisers provides advice on pensions, investments, and life insurance. The company also offers employee benefit services, including group life insurance, group income protection, and group private medical insurance.

Location

Compass Financial Planning & Employee Benefits is located in Waterlooville, England. The area is known for its thriving business community, with a mix of small and large businesses. The location is easily accessible by public transportation, with the nearest bus stop (Waterberry Drive) just a few minutes' walk away. The nearest train station is Havant, which is just over 2 miles away. Other nearby public transportation options include the First Bus 7 and Stagecoach South 39, both of which stop within a 10-minute walk from the company.

Benefits

Compass Financial Planning & Employee Benefits is committed to providing its customers with personalized and accessible financial services. Their team of experienced financial advisers takes the time to understand each customer's unique needs and financial situation, and provides tailored advice to help them achieve their financial goals. In addition, the company's employee benefit services help businesses provide their employees with valuable benefits that can improve their overall wellbeing and job satisfaction.

Good to know

Customers should be aware that Compass Financial Planning & Employee Benefits is a regulated and authorized company under the Financial Conduct Authority (FCA). This means that the company is held to high standards of professionalism and customer service, and customers can trust that they are receiving quality financial advice.

Reviews

Customers have praised Compass Financial Planning & Employee Benefits for their personalized and accessible financial services. They appreciate the company's commitment to tailoring their advice to each customer's unique needs and financial situation. Additionally, customers have found the company's employee benefit services to be valuable for improving their employees' job satisfaction and overall wellbeing.

FAQ

What types of mortgages do you offer and what are their rates?

We offer a variety of mortgage options including fixed-rate, adjustable-rate, and interest-only mortgages. Our rates vary depending on the type of mortgage and current market conditions. Please contact us for current rate information.

What are the terms and conditions of the mortgage?

Our mortgage terms and conditions vary depending on the type of mortgage and individual circumstances. We work with each client to customize their mortgage to fit their specific needs and financial situation.

What are the eligibility criteria and application process for the mortgage?

Eligibility criteria vary depending on the type of mortgage and individual circumstances. Generally, applicants must have a good credit score, stable income, and be able to provide proof of income and assets. The application process involves filling out an application, providing documentation, and undergoing a credit check.

What is the timeline for processing the mortgage application?

The timeline for processing a mortgage application can vary depending on several factors including the type of mortgage and individual circumstances. However, we strive to process applications as quickly and efficiently as possible, typically within a few weeks.

What are the fees associated with the mortgage and how are they calculated?

Fees associated with the mortgage vary depending on the type of mortgage and individual circumstances. Some common fees include origination fees, appraisal fees, and closing costs. These fees are typically calculated as a percentage of the total loan amount. We provide a full breakdown of all fees associated with each mortgage option during the application process.

Reviews

  • J W

    Outstanding service from both Andy and Carla, going above and beyond in supporting my mortgage application, during such a turbulent time of buying a property they’ve taken a huge amount of stress out of the process. I can’t thank them enough.

    28-10-2022