Mortgage / Remortgage / Buy-to-Let / Pensions / Investments / Tax Planning
Mortgage / Remortgage / Buy-to-Let / Pensions / Investments / Tax Planning

First Time Buyer Mortgage
New Purchase Mortgage
Second Home Mortgage
Remortgages
Debt Consolidation Mortgage
Adverse Credit Mortgage
Buy-to-Let Mortgage
Commercial Mortgage

Life Insurance
Critical Illness Insurance
Income Protection
Business Protection
Keyman Insurance

Personal Pensions
SIPPs
Pension Switching
ISAs
Junior ISAs
General Investment Accounts

Tax Planning
Estate Planning
Inheritance Tax Planning
At My Financial Advice, we understand that making the most appropriate financial decisions can feel overwhelming—but speaking to a financial adviser could make all the difference. Whether you're planning for the future or navigating a major life change, our trusted experts are here to provide personalised advice that’s clear, reliable, and always in your best interest. We take the time to understand your unique situation and goals, so you can move forward with confidence, knowing you’re supported by experience and integrity every step of the way
We aim to match you with one of our Independent Financial Advisers who can provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding your needs, wants and aspirations and then prioritising objectives.
By speaking to one of our Independent Financial Advisers, you can benefit from their ability to offer advice on the broadest range of products and services. From mortgage advice, investment advice, retirement planning, inheritance tax planning or simply reducing costs, our advisers have many years of experience in finding the most suitable solution for your needs.
Whether you're looking to secure the most suitable mortgage, protect your loved ones with life insurance, plan for retirement, or grow your wealth through smart investments, we're here to help. Our expert Independent Financial Advisers offer clear, tailored guidance to help you make informed decisions and achieve long-term peace of mind. We also provide strategic tax planning to help ensure your finances are working as efficiently as possible. Get in touch today for a free, no-obligation consultation and start building a stronger financial future.

First Time Buyer Mortgage
New Purchase Mortgage
Second Home Mortgage
Remortgages
Debt Consolidation Mortgage
Adverse Credit Mortgage
Buy-to-Let Mortgage
Commercial Mortgage
Life Insurance
Critical Illness Insurance
Income Protection
Business Protection
Pensions
Investments
Tax Planning
Estate Planning
Inheritance Tax Planning
We are entered on the Financial Services Register No 408286 at https://register.fca.org.uk/
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
The content of this website is for information purposes only and does not constitute financial advice or a recommendation to a suitable product or service. You should seek advice before embarking on any course of action.
For free and impartial guidance on money, pensions, and financial wellbeing, visit www.moneyhelper.org.uk.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details:
Please reach us at info@myfinancialadvice.co.uk if you cannot find an answer to your question.
Our advisers work with clients across the whole of the UK. They can provide advice both in person and over the phone, so wherever you are, you can access the same expert support.
While it is advisable to have a face-to-face meeting, many clients prefer phone calls or video meetings. Our advisers are flexible and will work in the way that suits you best
Our advisers are independent, which means we are not tied to any one bank or lender. This allows us to search the whole of the market to find solutions that fit your circumstances.
Our advisers can advise on a wide range of mortgage types, including:
Absolutely. Buying your first home can feel overwhelming, but our advisers will guide you through each step — from understanding how much you can borrow, to finding the most appropriate lender, to getting an Agreement in Principle.
Yes. Our advisers work with both first-time landlords and experienced property investors, helping them secure the right finance for their portfolio.
Yes our advisers can provide guidance on both. Many clients have a mix of employer schemes and private pensions, and our advisers can help make sure everything is working together toward your retirement goals.
Yes. Our advisers can review all of your existing pensions and explain the options clearly — whether that’s consolidating, transferring, or planning withdrawals in retirement
Yes. Our adviser can build tailored investment strategies based on your risk tolerance, time horizon, and financial objectives, with the aim to help you grow your wealth while managing risk.
Absolutely. Our advisers regularly advise parents on Junior ISAs, trusts, and other investment vehicles designed to build wealth for the next generation.
We start with a detailed assessment of your goals, risk appetite, and timeline. From there, we create a diversified plan and review it with you regularly.
Through careful planning, such as using allowances, gifting strategies, and trusts, our advisers can potentially help minimise the amount of inheritance tax your estate may face.
Yes. Our advisers support many business owners in planning for succession, exit strategies, and ensuring wealth is transferred smoothly and tax-efficiently.
Myfinancialadvice.co.uk is a trading style of First With Mortgages Limited.
First With Mortgages Limited is authorised to conduct investment business under the Financial Services & Markets Act 2000 and is authorised and regulated by the Financial Conduct Authority.
First With Mortgages is registered in England and Wales, Company No: 4995128.
Registered Address: Mortgage House, 331 Harrogate Road, Moortown, Leeds, LS17 6QD