Here to help


Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.

We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our services


The benefits of insuring ourselves against undesirable events cannot be overlooked.

Find out more

General Insurance

Whether you rent or own your home, insuring it is the right thing to do

Find out more


Mortgages are one of the largest single transactions in most people’s lives.

Find out more


My husband and I were first time buyers. After being recommended by a family member, we decided to trust Mortgage Genies SW and I am so glad we did. I have never dealt with a friendlier, helpful bunch! I felt at ease the whole time and I knew if I picked up the phone, I would be reassured and helped. The team found amazing deals and had great advice depending on which lender we went with. We have since shared their contact details with friends and family. Thank you so much!

LC – Midlands


We used Mortgage Genies SW for our mortgage and insurances, as part of a house move that completed during the COVID-19 lockdown. My wife and I found Barry to be extremely helpful in explaining the choice of mortgages and protection insurance on the market. In what was a very stressful time for us, the calmness and assurance that Barry was able to offer was a real blessing. We will definitely maintain our relationship with Mortgage Genies SW moving forwards for our financial needs.

MC and AC – Cornwall

Barry has supported me and my family through a number of house purchases and re-mortgages. His advice and guidance is thorough, and the process has always felt simple and easy. I have recommended his services to a number of close family and friends, in no small part down to his professional and personable approach.

SO  – Glasgow

Want to know more?

To find out more or to arrange a meeting with us, please call 01752 987 051, or email