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Winstanley Mortgage Services Ltd profile image
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Winstanley Mortgage Services Ltd

Winstanley Mortgages are a Bolton Based independent mortgage and protection brokerage with over 75 years of combined advisor experience and established in 2002. Offering advice both face to face and by Video chat or telephone nationwide. We have a team of 4 advisers and 3 administration to assist our clients and the use of industry leading technology to offer our clients a seamless experience. We work in a holistic way, this simply means our clients get the best advice to suit their circumstances. In practice our advice comes in two parts, initially we strive to find all clients the best mortgage and secondly we aim to put the right protection in place to run alongside the mortgage. We work to a clients desired budget by allocating 90% for their mortgage and 10% to for their protection. We firmly believe every pound borrowed needs protecting and this is how we achieve that. This approach shows client that they can afford the protection, it just requires a different view of matters. Whatever the transaction, we have a service to help, from surveys and conveyancing to property insurance and estate planning. We are open to normal business hours and work around our customers doing home visits or telephone appointments to suit. We will look after everything you need for your property transaction including surveys, conveyancing solicitors, insurance & estate planning. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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What do you love most about your job?

The difference with every single enquiry, no 2 enquiries are the same, following the mortgage putting protection in place for individuals and families is the most important part....advising clients as if we were in their position is what drives us, we ask ourselves every day 'would we accept this advice'

Why should our clients choose you?

We have a team of 4 advisers and 3 administrators and we utilise technology to ensure we can handle volume business in a speedy and efficient manner, we pride ourselves on being always available to clients before and after any applications are submitted, you are not just a number with us as our Google reviews will show (even though we have only just started asking for reviews as part of a wider website / marketing rebuild)

Can you provide your services online or remotely? If so, please add details.

Yes we can and to be honest most business is conducted this way now, advisers do carry out in person meetings if clients are local to the adviser if required or preferred. Our client CRM allows us to share documents and information so quickly now and we use the best technology we can to ensure clients are on-boarded and ID verified quickly and pain free.

What changes have you made to keep your customers safe from Covid-19?

We carry out lots of remote video meetings now and continued to communicate with clients via email and our client CRM app messaging system

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