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Our Services

Expert advice wherever you are in your financial journey

What we do...

With many years of experience behind us, we understand that clients come in all sorts of shapes and sizes and there is no such thing as a "standard" situation. Behind every front door are a different set of circumstances and we aim to tailor make our advice specifically for you because no two financial journeys are the same.


For most people, buying a property is the biggest single financial outlay they make in their entire lives and for some this makes it daunting. Inevitably there are delays, unexpected costs or inadequate service, it's enough to make even the calmest person feel anxious.

 

We deal with all sorts of people every day with different financial backgrounds and aspirations, our job is to help you prepare for this complex and potentially stressful process - We work with you to help you understand how to fund your home and also how to make sure you keep it, whatever happens. 


Our mission is to guide you through the home buying process and give you the peace of mind that you have the right products for your own financial journey. We're with you every step of the way!


Wallace Home Finance Services

 

  • First Time Buyer Club is designed for those getting on the property ladder for the first time and offers a higher level of support.
  • Home Mover & Remortgage Service aims to help you ensure you are getting the best possible rate for your circumstances.
  • If you've had credit problems in the past, we can help you find a lender that will consider you. 
  • We'll always offer you Protection Advice to make sure you keep your home should anything bad happen. We'll have a sensible conversation with you based one your own views and concerns and we'll recommend an appropriate solution.

 

 

  • We can make Solicitor recommendations to make sure you're paying the right price for the legal aspects of your project. We have access to local and national firms and we include DigitalMove as standard in most cases which allows you to do the legal work from the comfort of your own home.
  • We can recommend a Surveyor if you need one to help you understand whether there is anything wrong with your property.
  • Wallace Home Concierge takes the stress out of the actual move.
  • Wills Service - We can recommend a suitable legal professional to make sure everything is in order if you die.

 

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