Are you looking for a mortgage adviser?
Look no further! We are a friendly family run mortgage brokerage and are here to help!
Face to Face Appointments
We aim to be flexible to your diary, so local day & evening appointments are available from 8am to 8pm within Leeds, including Horsforth, Hawksworth Wood, Calverley, Guiseley, Yeadon, Rawdon, Farsley, Pudsey, Bramley, Headingly, Chapel Alerton, Roundhay and Moortown & neighbouring towns. We also cover Bradford, Wakefield, Harrogate & York.
Telephone Appointments to 8pm
We understand that not everyone has the time or availability to meet face to face, and this is not a problem. With our modern technology, everything can be done remotely, so you can speak to your personal adviser in the comfort of your own home. We want to fit into your schedule, and appointments arranged in advance can be scheduled until 8pm.
Who can we help?
Most people! Whether you are based in Leeds, Bradford, Harrogate, York, or anywhere in the UK. Whether you are a first time buyer, a home mover or home owner looking to re-mortgage, a new or seasoned buy-to-let landlord. Whether you are ready to move or just making an initial enquiry, whether you have good credit or bad credit or no credit, we can normally help!
Our vision is simply to provide an outstanding service
so our service propostion is designed with our clients' needs first
Only pay on completion
Our fee structure is clear and very competitive. For example, for mortgages, our fee is only payable if you proceed with a recommendation, and only once the mortgage has completed. If you decide not to proceed, or your application doesn’t complete, then no fee is payable. So, there is no cost if you just want to have an initial consultation.
Own Personal Adviser
Every client is assigned with their own personal adviser, to ensure that they are provided with a personal and bespoke service. Your adviser will carry out your initial appointment and will be responsible for the recommendations and advice given, the processing of applications and providing regular updates. This ensures you have one point of contact at all times.
Case Tracker updates
We understand the importance of keeping you updated, so your adviser will provide you with regular updates via telephone or email as your mortgage & protection application progresses. You can also track your application on-line. We will also regularly liaise with your estate agent and solicitors to ensure that key parties are kept up-to-date as things progress.
Whole of market products, tailored to your requirements
We will source the market for you, so you don't have to
Whole of Market
For Mortgages, we have access to the whole of the market, so this means that when we carry out our research we can search all the different rates available from the market. Our sourcing software is updated daily to ensure that we have access to the most competitive rates. We also have access to exclusive rates through our network connections.
Tailored Protection Products
We don’t just help arrange your mortgage but can also help with your protection needs. We can advise on and arrange your life insurance, critical illness cover, income protection and home insurance. We have access to over 15 insurance providers and can advise on the strengths of the policies and tailor quotes specific to your needs.
Keeping it simple
Arranging a mortgage or setting up a protection policy could be some of the biggest and most important decisions that you make. We believe that you need to make informed decisions. We pride ourselves not only on making suitable recommendations, but explaining them to you clearly and concisely so you fully understand the key facts to help you make wise choices.
Traditional values mixed with modern technology
keeps our clients happy with the service provided
Traditional Values. Modern Technology.
At New Roots Finance we have traditional values. We pride ourselves on listening to our clients and making specific recommendations to our clients’ needs and aspirations. We want to grow a life time commitment to our clients, and build a relationship of Trust. We do not have sales targets, so our advisers are not “targeted” to “sell”.
We pride ourselves on our professional yet refreshingly informal approach.
We have modern sourcing systems which give us access to 1000’s of mortgage products which are updated daily, to ensure that when we search the market, we can provide the most competitive quotes available. Once your application has been submitted, our modern management system will ensure that you are updated regularly. If you are looking for a mortgage adviser in Leeds, please give us a call.
We aim to impress with our service
here's what our existing clients have to say
Working entirely on your behalf.
New Roots Finance works entirely on behalf of its clients and we only have one priority – you.
Our key aims are to fully understand what you are looking to achieve, create a solution tailored to your needs, deliver results through an excellent service and build a relationship for life.
We are committed to meeting these aims and our client centred approach means that we are constantly looking at ways to provide the best possible service.
This is why most of our business comes from existing clients and referrals, and we hope that you will be happy to refer your friends and family to us.
I highly recommend Dan and will definitely
Thanks again Dan for all your help and advice.
Thank you, Dan and New Roots Finance for all your help in buying our first house!
We were going to do the mortgage ourselves but decided to go with New Roots …as they came highly recommende