Empowering your financial future, one step at a time.
We specialise in providing you with quality, professional financial advice that you can trust. Whatever your particular requirements, whether it be a mortgage, remortgage, buy to let, or protection against accident, sickness or death, we can ensure that we find the best solution for you.
Our Services
Buying a property can be the biggest decision made in our lives. It is for this very reason that impartial advice is critical from qualified advisers. Quite often you hear 'it could never happen to me' or 'I'll sort it out later'. Well, the old maxim of "failing to plan is planning to fail" is no better suited to the ignoring of crucial decisions on protection. Maintaining your standard of living in retirement is a concern for many people. Contact us to find out how we can help.
We offer a comprehensive range of services, including:
- Mortgages: First Time Buyer, Remortgage, Buy to Let, and Commercial Mortgages
- Protection: Life Assurance, Critical Illness Cover, Income Protection, and Business Protection
- Retirement Planning: Pension Transfer, Annuities, and Wealth Management
- Investment Management: Financial Planning Process and Inheritance Tax Planning
About Our Team
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.
Our Approach
We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.
Exceptional Service and Professionalism
The reviews highlight the exceptional service and professionalism provided by the team at MT Polo Financial Advisors. Clients have praised the team's prompt and professional help, making the process of buying a house smooth and stress-free.
Mortgage Advisors
The reviews praise the mortgage advisors, including Rod, Ellen McDonnell, Jess, Kevin Roberts, James Fussell, and Sarah Thomas, for their expertise, knowledge, and guidance throughout the process. Clients have noted their advisors' willingness to explain complex processes, making them feel more confident and informed throughout the journey.
Communication
The team's communication skills have been particularly praised, with clients appreciating the regular updates and clear advice provided at every step. advisors have been responsive to clients' queries, making them feel valued and supported.
Going Above and Beyond
Many clients have expressed gratitude for the team's dedication to going above and beyond to ensure the process runs smoothly. This includes regular communication with solicitors and estate agents, flexible approaches, and empathetic support.
First-Time Buyers
The reviews also highlight the team's ability to guide first-time buyers through the process, providing guidance and reassurance at every step. Clients have appreciated the team's patience, understanding, and approachability.
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