What We Do

Financial Services You Can Trust

Connect Financial Solutions is a friendly business built on reliability and trust, we have over 40 years experience in the financial services industry and pride ourselves on the quality of service that our clients receive. We have specialist advisers for both personal and corporate clients who can advise on all manner of financial situations.


Whether you're a first time buyer looking for a new home or a homeowner looking for a more suitable mortgage deal, we'll help you make the right choice.

Protection & Insurance

Protect your family's prosperity in a time of crisis or secure your business operations so you and you're team can have a peace of mind.

Retirement & Savings

Retirement planning assistance to help you make guided decisions for your future - and in retirement, make the most of your savings.


With so many options available and so many uncertainties, we will help you make the right investment choices for your portfolio.

Equity Release

Release the equity tied up in your house to improve your quality of living

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.

A lifetime mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release.

Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries.

Our Process

Making the route to your desired financial outcomes a smooth journey

  • 1

    Book an initial fee-free appointment with one of our advisers

    Discuss the mortgage market including lenders, products, valuations and the process in general. We use a customer facing mortgage sourcing system to show the deals available to you then check the criteria of a potential lender to make sure you have the best chance of being accepted.

  • 2

    Begin making offers for your desired properties

    Now you know how much you can borrow and roughly how much it will be, you are in a position to offer on properties, we can provide you with a Mortgage In Principle which is the first part of getting the mortgage application agreed.

  • 3

    Successful offer? We're with you every step of the way

    Once your offer is accepted we can apply to the right lender in full. You will have one point of contact who will be on hand to ensure the process is as smooth as possible so you won’t have to deal with call centres or lenders directly.

Client Testimonials

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