Handpicked Independent Financial Advisers

Once you have found your dream home you will need to complete a short telephone assessment with one of our panel of Independent Financial Advisers (IFAs) to make sure that the repayments are affordable and to start finding your shared ownership mortgage.

We have selected our panel of advisers 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 IFA, 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
Email: enquiries@imperialfinancial.co.uk www.imperialfinancial.co.uk
Phone: 023 8178 1545
Based: Southampton / Portsmouth / Wimborne / South West

Firstxtra Financial Services

Shared ownership specialist team
Email: info@firstxtra.co.uk
Phone: 01635 524391
Based: Covering all Sovereign areas

Embrace Financial Services

Simon Smith 
Email: simon.smith@embracefs.co.uk
Phone: 01794 301063
Based: Covering all Sovereign areas

Threshold Mortgages

New Business Team
Email: newenquiry@thresholdmortgages.com
Phone: 03300 249115
Based: Southampton

Woodward Insurance and Mortgage Services

Karen Hoogesteger
Email: karen@woodwardinsurance.co.uk
Phone: 01458 844144
Based: Strete

Dupree Mortgage Solutions

Shared ownership team
Email: sharedownership@dupreefs.com
Phone: 01453 852 900
Based: Stroud

Hodgson Kearney Financial Services Ltd*

Richard Hodgson, Mike Kearney
Email: admin@hodgsonkearney.co.uk
Phone: 0117 301 4393
Based: Covers Bristol & Gloucestershire areas only

James Ruggiero Associates

James Ruggiero
Email: jamesrruggiero@gmail.com
Phone: 01793 863930
Based: Swindon


Financial advisers marked with a * offer their services to you free of charge. All other financial advisers 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.