WHY CHOOSE The Money Partnership?

Clients come to us because they have worries about those big financial decisions – we are here to help.

MY DREAM HOME

I'M WORRIED ABOUT PURCHASING

ask us about mortgages

IS MY MONEY

IN THE RIGHT PLACE?

ask us about investments

HAVE I GOT ENOUGH TO RETIRE?

ask us about retirement planning

WHAT HAPPENS WHEN I'M GONE?

ask us about protection

MY FAMILY

HAS JUST GOT BIGGER!

ask us about protection

WHEN CAN I RETIRE?

ask us about pensions

HOW MUCH DEPOSIT

DO I NEED?

ask us about mortgages

Ask us a question or give us a call…
ABOUT The Money Partnership

Here at The Money Partnership, we have over 20 years’ experience in the financial services sector. Our team prides itself on its relaxed but professional attitude in all areas of finance, let us take the worry away from your financial decisions. A chat costs nothing give us a call or come in and we will put the kettle on!

And in case you need them, here’s a few more reasons why you should talk to us…

  • We are Appointed Representatives of In Partnership who are authorised and regulated by the Financial Conduct Authority. You can view our FCA listing here.
  • Our independent status means that we will look at the whole of the financial market to give you impartial advice.
  • We will explain all financial products in a clear and easy way to understand. See our helpful guides.
  • Our fees are fully transparent and are defined at the beginning of the process. They depend on the complexity and type of the application.
  • You can see us at the office or we do home visits at a time that suits you whether that be weekdays, weekends or evenings.
  • You get a personal service at all stages of the process. You can log into your own customer account, this will give you progress updates or you can view your financial products and offer documents in one handy place.
  • Our Client care team will provide regular updates to ensure your customer journey is as smooth and stress free as possible.
  • Don’t believe us? See our wonderful customer feedback and Testimonials.

J Vallerine

 

TMP is a great service with a good team that make sure they work hard to get the best deal for your circumstances. My deal had lots of back and forth and a lot of patience. Geraint and Dave who I liaised with there did a great job.

CR, Llandaff

 

From day one, you have taken the time to get to know me as well as my finances and goals. It’s delightful to be looked after as a person when so many companies these days just view me as another number. Your refreshing approach makes our regular meetings interesting whilst ensuring my finances are on track to achieve my plans. I have added two properties to my small portfolio, arranged two low rate mortgages and have organised my finances and pension so I can retire sooner than I thought possible. All this and I only contacted you for a mortgage!

R Davies

 

Fantastic service. Professional & helpful would highly recommend!!!!

L Griffiths

I was recommended Dave Hill by an old mortgage advisor that I had used over the past 5 years and had recently retired, when I contacted Dave I was really in a position of if I can’t get a re-mortgage it was sell the house!!!

Dave looked at my current portfolio, I have a number of BTL properties and had recently completed a self-build project, which resulted in a large over spend due to foundation issues at the start of the project.

When a mortgage was arranged for the self-build there wasn’t enough of a contingency to finish the house, we were unaware the state of the ground and the costs spiralled out of control, so much so that credit cards and loans had to be used, in my mind this was a short term fix and I believed it would be easy just to re-mortgage when the house was finished.  Unknown to me this opened up a whole can of worms, and we came up against a wall when trying to re-mortgage the self-build property no lenders would look at it due to the extortionate balances on credit cards and loans, not only that by this time the 2 year fixed deal we had had now reverted onto the lenders standard variable which was almost 6%, the 0% balance transfer and purchases deals had ended on the Credit cards. There were time when I thought it would just be easier to sell the house, but with Dave’s help and persistence he came up with a solution that would not only save me money the re-mortgage, it would clear the credit card balances and also save me money on my existing BTL mortgages.

The whole process took around 8 months, in this time Dave managed to find a 2 different lenders to swop 4 of the  existing BTL’s onto which released some capital to reduce the credit card debt, by reducing this debt it therefore allowed me to re-mortgage my current property.

With Dave’s help I have over £1800 a month spare funds and have almost cut my existing mortgage rate in half.

Thanks for all you help Dave, I look forward to working with you in the near future

E & M George-Wright

Dave and the team at The Money Partnership are professional  and friendly with a quick results driven turnaround. We found it was the best service that suited to us, dealing with real people who were easy to speak with. A very good service.

H & J, Gloucestershire

 

It’s your advice and knowledge that is making our money work better for us, but it’s the smart way you have encouraged us to organise our day-to-day finances that has made it all possible.

L Healan

 

Excellent service. The team are full of in depth knowledge and advice on every query we had for a mortgage and financial advice. Would definitely recommend and use again in the future.

R Hancock

 

First class service from these guys. Geraint and his team went above and beyond to find the perfect mortgage for myself and I couldn’t be happier.

T Morgan, Sully

 

My accountant introduced me to you when I was having difficulty getting a mortgage. You stood out as you were confident you would get me a mortgage offer. Confidence can often be seen as arrogance but I felt yours came on the back of your in depth knowledge of the market. You proved me right. Despite the fact that I am self-employed with a variable income you came up with the goods. I was pleasantly surprised when you phoned to say you had secured a mortgage offer.

D Law

 

Geraint and his team have helped myself on several mortgages, with a few of those being quite complex. A1 service and goal reached every time.

L Rourke

Having worked in Dubai between 2016-2018, I did not have a 3 year UK address history (which the majority of lenders request).  I had a very low credit score due to previous missed payments and only had 5% deposit. I found my dream property and tried 2 other brokers who could not get the case through due to the above. I was about to lose the property when I managed to secure a deal, with no product fees and a free valuation.

Just wanted to say thank you for your assistance and professionalism in obtaining my mortgage.

Despite other brokers etc failing at certain hurdles, we managed to get to the end of a very long road!

Thanks again and will keep in touch in the future.

H Barry

 

Excellent service. Friendly staff. Would definitely recommend!

M Parry

 

Thank you to Geraint, Dave and team with all your help in getting me my mortage. Much appreciated.

R Vaughan

 

I had an appointment with Geraint to discuss my pension options. He was brilliant, he explained the process to me in a way that I could understand. He also suggested what option would be best for me taking my circumstances into account.

L Fry

I received a first-class service throughout. The information and advice I was given made the whole experience easy and I felt complete trust from Geraint. Thank you so much for everything guys, you come highly recommended from me and Jack.

S Wilkins

 

Very knowledgable, helpful and friendly staff. Got us our first mortgage at a very good rate. Couldn’t have done it without them.

J Crichton

 

Fab service, got me exactly what I needed!

J Makein

 

What a great service!! Can’t recommend enough!! They completely took the stress out of mortgage hunting and helped us in getting the right mortgage for our new home. We will be using them for other financial advice next!! Thanks guys

AL Ferguson

 

Fantastic service! Thank you for helping us to get our first mortgage! All information was clear & easy to understand, great communication & a brilliant mortgage rate. Friendly & helpful staff. 100% recommend to anyone!

C Gorwill

I highly recommend money partnership. Dave hill did everything he could possibly do to make sure my mortgage was put in place where I had previously struggled. He was so prompt with everything I asked and can’t thank him enough for all his hard work. Very professional, efficient and approachable. Will most definitely be using the team for future needs.

H & R Powell

As first time buyers we were looking for an advisor that could help guide us through the mortgage process. Dave at the Money Partnership did an absolutely amazing job. Not only did he arrange a mortage which fit our needs perfectly, he explained things clearly every step of the way and went the extra mile more than once.

M & S, Cardiff

 

What we most value is the combination of your down-to-earth personality, your knowledge and what we would call your ‘honest eyes’. You always show you have our best interests at the front of your mind, offering advice but never forcing us to do things. You are easily accessible and generous with your time to bounce ideas that help us decide what to do.

Help Guides

 

We have a number of useful help guides that you can download, click on the links below:

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