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The Levels Financial

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Award-winning, expert mortgage advice from a local team you can trust…

Whether it’s your first home, a place to start a family, or the perfect spot to enjoy retirement, buying a house should be an exciting new chapter free of stress and confusion. We ensure that’s the case by removing all of the jargon and handling every step of your mortgage process, right up until the keys to your new home are firmly in your hands.

You don’t just need to take our word for it… In 2025, we were named the best mortgage broker in the South West for customer service and second best in the UK.

The Levels Financial Specialises In

Buying a Home

Remortgaging & Additional Borrowing

Buy-to-Let

Income & Employment

Specialist Lending

Protection & Insurance

About The Levels Financial

Qualifications: Certificate in Mortgage Advice and Practice (CeMAP)
Languages Spoken: English
Access to Lenders: 51–100 lenders

What to Expect

Advice Methods: Face-to-Face (Office), Face-to-Face (Home), Telephone, Online
Appointments Available: Weekdays, Saturdays
Free Initial Consultation: Yes
Typical Fee: There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances. The fee is up to 1%, but a typical fee is 0.3% of the amount borrowed
Responds to enquiries within: 30 minutes

Regulatory Information

Financial Conduct Authority (FCA) Authorisation: The Levels Financial Limited is an appointed representative of Mortgage Advice Bureau (Derby) Limited which is authorised and regulated by the Financial Conduct Authority.
FCA Number: 1046299
View on FCA Register