Helping you get the right deal

For most people a mortgage is the biggest financial commitment they’ll ever make, and because the impact of having the right or wrong mortgage can affect you for years to come, it’s valuable to seek expert advice early on.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Mortgages can be tricky to arrange and can involve a lot of paperwork. Octo Financial Planning advisers are experts in researching and arranging mortgages for all sorts of people. With access to a huge range of providers and with unique deals available from time to time, we always aim to provide the best deal for all our clients, regardless of their circumstances.

Our advisers work for you and are not tied to any specific mortgage provider or lender. This means they are free to source mortgage products from the whole market and to find the most suitable offer for you. Because of we are part of the 2 Plan Network you can also benefit from special or exclusive mortgage deals which can’t be found anywhere else.

Whether you are buying a new home or remortgaging, your Octo Financial Planning adviser will make the process as easy as possible for you and will guide you every step of the way.

You can ask us about a range of mortgage matters, including:

  • Buying your first house
  • Finding the right deal for your existing home
  • Mortgages when renting out a property
  • Using savings to lower your mortgage
  • Remain confident that your mortgage will stay affordable

Special deals


Through our scale and membership of the 2 Plan network we are also able to offer exclusive or special deals from time to time. These deals are often not available direct to members of the public. Your adviser will always try to get the very best deal for you, and with our access to some special deals, we may be able to offer the very best terms in the market.


A complete end-to-end service

We can act on your behalf throughout the process of arranging your mortgage. From the initial stages, such as assessing how much you may be able to borrow, through to the eventual completion, we will be with you every step of the way.

This means that you will always have help at hand. This is valued by our clients as it provides the assurance needed that challenges will be met and dealt with – something which, particularly with lenders tightening their belts and changing their terms frequently, can be the difference between successfully negotiating terms and falling short, potentially causing the purchase of a desired property to fall through.

Get In Touch

Get in touch if you have any questions or wish to book a free initial consultation.