Established in 2020, we at Mortgage Genies SW are not new to the Property Finance or Property Markets.  With close on 30 years’ experience in the UK property market and over 10 of these in the UK property finance sector, we have plenty of experience in providing practical financial planning advice to people, family and businesses not only in the South West area but throughout the UK.

We provide advice across a wide range of services including mortgages, life protection, general insurance, key man insurance for company owners and private medical insurance. We are committed to putting our clients needs at the heart of everything we do and developing long-term relationships to assist throughout the whole term of your mortgage. This is achieved by discussion and ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.


Recommended by current clients, local agents, accountants and developers throughout different areas of the UK, we felt it was the right time to establish our own brand to ensure the most suitable advice can be given to individuals directly, without the restrictions of a limited panel of insurers that we had as an Appointed Representative of a network.

At Mortgage Genies SW, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community

Want to know more?

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