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Secure your financial affairs with our dedicated advisers

At Magnum Financial, we understand that navigating the complex world of financial planning can be overwhelming. With over 19 years of industry experience, our team of dedicated financial advisers are committed to supporting clients through all aspects of their financial journey. We offer clear and practical, tailored advice to guide clients to meet their own financial objectives.

Our Services

Our comprehensive range of services includes Mortgages, Pensions, Insurance, Protection, Investments and Planning, and Wills. We understand that every client is unique, and that's why we offer a no-obligation, face-to-face, initial fee-free consultation to understand your personal needs and financial goals. Our experienced advisers will then research the right options for you, through our vast portfolio of products, and present these back to you with recommendations.

Mortgages

Our mortgage services include Remortgage, Help to Buy, and Home Movers. We understand that securing the right mortgage can be stressful, but with our guidance, you can rest assured that you'll find the perfect solution for your family's needs.

Pensions

Our pension services are designed to secure your retirement goals. We offer personalized pension plans tailored to your individual needs, ensuring that you can enjoy the financial freedom you deserve in your golden years.

Insurance and Protection

We understand that life can be unpredictable, and that's why we offer a range of insurance and protection services, including Buildings and Contents Insurance, Income Protection, Life and Critical Illness Cover. Our experienced advisers will guide you through the process, ensuring that you're protected against the unexpected.

Investments and Planning

Our investment and planning services are designed to help you achieve your long-term financial goals. Our experienced advisers will work with you to create a personalized investment strategy, tailored to your individual needs and risk tolerance.

Wills

We understand the importance of having a will in place to protect your loved ones. Our will writing service is designed to provide you with peace of mind, ensuring that your wishes are respected and your loved ones are protected.

Testimonials

Don't just take our word for it. Our clients have seen the benefits of working with Magnum Financial. "Magnum have sorted our financial affairs out and we are now feeling more content with our financial situation." - Mrs. M Coln, Financial Planning Client. "Cant recommend Magnum enough! Mark was incredibly helpful and informative, completely removing all the stress. Thank you so much for helping us get our first home." - Mr. D Barnoldswick, Mortgage Client.

Reviews
Positive: Excellent customer service, professionalism, and expertise in finding suitable mortgage products, leading to significant savings for clients.

Excellent Mortgage Experience

Professionalism and Expertise

Reviews praise the professionalism and expertise of mortgage advisors Simon Lister and Mark at Magnum Financial Solutions. They are commended for their ability to find suitable mortgage products, explain complex financial matters in an easy-to-understand manner, and provide excellent communication throughout the process.

Exceptional Customer Service

The reviewers highly appreciate the exceptional customer service provided by Simon and Mark. They are praised for their responsiveness, efficiency, and courteousness in addressing clients' concerns and queries.

Mortgage Deals and Savings

Multiple reviewers highlight the significant savings they achieved with the help of Simon and Mark. They successfully secured better mortgage deals, saving clients thousands of pounds over the years.

Trust and Loyalty

The reviews demonstrate the trust and loyalty clients have in Simon and Mark. Many reviewers have used their services multiple times, recommending them to friends and family, and appreciate their ongoing support and guidance.

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