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Basil James Financial Services
       
 
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Basil James Financial Services
 
 
Overview: 

The partners and associates already had several years experience working for banks and building societies within the personal financial services sector.  This not only gave us first hand knowledge of the mortgage markets and house buying process but also provided the basis of the firm belief that all potential homebuyers should be offered fully independent advice.

Our company prides itself on such independence and will only recommend a mortgage when it has been fully established that both the product and the advice is the most appropriate for your requirements.

We will then assist with the application process and help to manage the  transaction from start to finish.  This provides an important link between you, the lender and any other parties with the express aim of completing the transaction as quickly and as smoothly as possible.

We can offer you advice if you require a mortgage to purchase a new home or if you are looking to restructure existing financial arrangements, which may also include using a mortgage to repay other borrowing or to raise capital for other purposes.



We also offer a Mortgage Review Service where we will review the existing arrangements to ensure the most competitive terms and conditions are achieved.  This can involve negotiating with the existing lender or, if a better deal is available elsewhere, switching to a new lender.  By taking this approach to managing your mortgage you can be sure that you are not paying more interest than is absolutely necessary to repay your level of borrowing.
History: 

Basil James Financial Services was founded as a partnership in 1998, since then we have grown to become one of the most well respected financial advisers in Somerset and Bristol.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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