Welcome to Dorset Financial Planning - Bournemouth Mortgage Broker

Call Julia on:
07862 708429 or 01202 416856
dfp is a Bournemouth based mortgage adviser
Enquiries:  07862 708429
Call Julia on:
07862 708429 or 01202 416856
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About Dorset Financial Planning, your local mortgage broker

Dorset Financial Planning is an independent financial services business based in Bournemouth, Dorset. We offer whole-of-market mortgage advice and pride ourselves on being an honest, ethical and socially responsible business.

In addition to residential, buy to let, holiday home and self build mortgages, we also provide Equity Release (now known as Long Term mortgages), Commercial and Semi-Commercial mortgages as well as a wide range of protection products.

We will help you make the best choice for your circumstances with regards to buying your home and investing in property for the now and the future.

Acting as an independent, whole of market mortgage adviser, we will recommend a mortgage product that is suitable for you following an assessment of your personal needs and circumstances. We will consider all products and lenders that we have access to. This means we will not consider those lenders that are only available by you going direct to them. Where you are increasing your borrowing we will consider the merits of both a new first charge mortgage and securing this by an additional mortgage on a second charge basis. You may have the option of a further advance from your existing lender, however, we will only consider this where we are able to deal directly with the lender on your behalf.
It may be in your best interests to explore this option and look at the further alternative of an unsecured loan, as these may be more appropriate for you.

Call us today on 07862 708429 or 01202 416856

What level of service will we provide you with?

We are independent whole of market mortgage advisers and we will recommend a mortgage product that is suitable for you following an assessment of your personal needs and circumstances. This will include a detailed assessment of affordability.

We will consider all products and lenders that we have access to. This means we will not consider those lenders that are only available by you going direct to them.

Where you are increasing your borrowing we will consider the merits of both a new first charge mortgage and securing this by an additional mortgage on a second charge basis. You may have the option of a further advance from your existing lender, however, we will only consider this where we are able to deal directly with the lender on your behalf.
It may be in your best interests to explore this option and look at the further alternative of an unsecured loan, as these may be more appropriate for you.

We can help you with a re-mortgage (including further advance), house move, first time buyer, buy to let, let to buy and holiday homes and I will help find you the right product be it fixed, tracker, offset/current account, capped and discount (etc!) over a term that fits your requirements.

If you are employed, self employed, have two jobs, rely on bonuses, single mother, retired, disabled, director, contractor, maintenance from divorce then I should be able to help you.

For buy to let mortgages, our panel offers products to suit professional property investors and amateur landlords. Some Buy to Let mortgages and Let to Buy mortgages are not regulated by the Financial Conduct Authority.

I work from home in Southbourne, near Bournemouth in Dorset (which you can visit by appointment) or I am happy to visit your home.
an introduction video to Dorset Financial Planning
Your home may be repossessed if you do not keep up repayments on your mortgage

We offer Mortgage Insurance products

Non-investment protection contracts - we offer non-investment protection term assurance, income protection and critical illness from a range of insurers. We will provide you with advice and arrange the contract on your behalf after an assessment of your personal needs circumstances.

General Insurance Contracts - we offer buildings & contents insurance, accident, sickness & unemployment (ASU) from a range of insurers and private medical insurance products. We will provide you with advice and arrange the contract on your behalf after we have assessed your demands and needs for a particular type of insurance.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.  YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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Contact Us

Address:  7 Ravine Road, Bournemouth, BH5 2DT
Phone:  07862 708429 or 01202 416856


Dorset Financial Planning is an appointed representative of Beneficial Life (London) Ltd, which is authorised and regulated by the Financial Conduct Authority, FCA number 736655. Dorset Financial Planning is authorised and regulated by the Financial Conduct Authority, FCA number 779271.
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