Conrad Financial Services provides clear, personal mortgage and protection advice from our base in Parkstone, Poole, to clients across England and Wales.
We help first-time buyers, home movers, people remortgaging, landlords and applicants whose income may require a more detailed approach, including contractors, company directors and self-employed professionals. We advise on residential mortgages, remortgages, buy-to-let, let-to-buy and shared ownership, alongside protection including life insurance, critical illness cover and income protection.
We take time to understand each client’s circumstances, income, commitments and objectives before researching suitable options from our comprehensive lender panel. We then explain our recommendation clearly and support the application from the initial conversation through to completion.
Appointments are available by telephone, Microsoft Teams or face-to-face by prior arrangement. Our aim is to make the process easier to understand, keep clients informed and provide practical support at every stage.
Conrad Financial Services Specialises In
Buying a Home
Remortgaging & Additional Borrowing
Income & Employment
Residency & Nationality
Specialist Lending
Protection & Insurance
Do you only advise clients in Dorset?
No. Conrad Financial Services is based in Poole and advises clients across England and Wales by telephone or video. Face-to-face appointments are also available by prior arrangement.
Can you help contractors, company directors and self-employed applicants?
Yes. We regularly help clients whose income includes salary, dividends, retained profit, contract income, day-rate calculations or other self-employed earnings. The options available will depend on the client’s individual circumstances, affordability and lender criteria.
What types of mortgage do you advise on?
We advise on first-time buyer, home mover, remortgage, buy-to-let, let-to-buy, shared ownership, contractor, company director and self-employed mortgage applications.
How much does the advice cost?
Your initial conversation is free. We charge a non-refundable mortgage fee of £500, payable on application.
How quickly will you reply?
We normally respond to new enquiries within one working day.
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- Closed Now08:00 AM - 08:00 PM
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- Monday08:00 AM - 08:00 PM
- Tuesday08:00 AM - 08:00 PM
- Wednesday08:00 AM - 08:00 PM
- Thursday08:00 AM - 08:00 PM
- Friday08:00 AM - 08:00 PM
- Saturday10:00 AM - 02:00 PM
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