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Once you have found your dream home you will need to complete a short telephone assessment with one of our panel of financial advisors to make sure that the repayments are affordable and to start finding your Shared Ownership mortgage.

We have selected our panel of advisors because of their high levels of service, as shown from customer feedback, and their experience of affordable housing schemes.

Once we have received your financial assessment from the FA, we will download your Help to Buy registration from your local agent and we will contact you to confirm your application.

Please contact one of our panel members below to complete your assessment:

Imperial Financial Ltd*
Tim Wheatley / Jackie Pike / Chris Hooley
Phone: 023 8178 1545
Based: Southampton / Portsmouth / Wimborne / South West

Firstxtra Financial Services
Shared Ownership specialist team
Phone: 01635 524391
Based: Covering all Sovereign Living areas

Threshold Mortgages
New Business Team
Phone: 03300 249115
Based: Southampton

Woodward Insurance and Mortgage Services
Karen Hoogesteger
Phone: 01458 844144
Based: Strete

Dupree Mortgage Solutions
Shared Ownership Team
Phone: 01453 852 900
Based: Stroud

Hodgson Kearney Financial Services Ltd*
Richard Hodgson, Mike Kearney
Phone: 0117 301 4393
Based: Covers Bristol & Gloucestershire areas only

James Ruggiero Associates
James Ruggiero
Phone: 01793 863930
Based: Swindon

Financial advisors marked with a * offer their services to you free of charge. All other financial advisors listed here will charge a maximum of £99 on submission of your mortgage application and £99 upon completion. Charges listed exclude any fees charged by solicitors, mortgage lenders or surveyors.

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