XL Financial Services Limited

XL Financial Services Limited (FCA Reg No:487823)

XL Financial Services Limited (FCA Reg No: 487823)

Sunny Avenue verified the details on this profile
Sunny Avenue verified the details on this profile
XL Financial Services Limited
Independent Mortgage and Protection Advice
Minimum Wealth
No minimum
Insurance
  • Business Protection
  • Business Whole of Life
  • Critical Illness cover
  • Home insurance
  • Income Protection
  • Key man Insurance
  • Landlord Insurance
  • Life Insurance
  • Shareholder protection insurance
  • Whole of Life Insurance
Mortgages
  • Bridging Loans
  • Buy to Let
  • Commercial Finance
  • Development Loans
  • Equity Release
  • First Time buyer
  • High Net-Worth Mortgages
  • Home Mover Mortgages
  • New Build Home Mortgages
  • Remortgage
  • Second Charge Loans
  • Self-employed mortgages
  • About us
  • CHARGES FOR ADVICE

I am a mortgage and protection specialist with over 34 years of Financial Services industry experience.

Having started in high street banks in the late 1980’s, I have worked primarily in lending teams and progressed through to underwriting mortgages for a top 5 UK bank. More recently, I have worked in the independent sector since 2001, initially as a mortgage adviser for an independent estate agent and since 2005 as an Independent Mortgage and Protection Adviser.

I am qualified to give advice on all types of mortgage including Equity Release Schemes.

I also specialise in looking after my clients protection needs, including life, critical illness and income protection, including any additional advice in the arranging these plans in trust (if appropriate).

Many of my clients have been long standing clients and I am now happy to be looking after their children’s needs as they buy their own homes and start their own families.

Most important in looking after my clients is honesty and integrity in all our dealings, something I ensure is there from the start of any new relationship.

Whether looking for your first home, buying an investment property or looking for an Equity Release mortgage, I am happy to help with any mortgage enquiry. I liaise with all other parties involved in the house buying or remortgaging process, meaning that you have less stress and more support throughout the whole application.


  • Initial fee free consultation

The recommendations below represent are customers views, not the views of Sunny Avenue.

CHARGES

Initial fee free consultation

Advice methods

  • Telephone Appointments
  • Video Conferencing

Advice Type

  • Whole of MarketWhole of Market means this adviser can offer advice on products from a wide range of providers

CONTACT US

  • Chedzoy, Somerset
  • 03301137646
  • mark.davis@xlfinancial.co.uk

Languages we do business in

English

Business Insurance

Professional indemnity insurance £1800000

Finding Advice

Insights from the experts

Sunny Avenue

Tricks To Get A Council House

4 Jun 2024

Discover tricks to get a council house quicker!

Sunny Avenue

5 Reasons to use a Financial Adviser

31 May 2024

5 Reasons to use a Financial Adviser

Sunny Avenue

Is Equity Release a Good Idea In Retirement?

31 May 2024

Is it possible to release equity in your property to help finance your retirement? We answer the question.

Sunny Avenue

Buying a House: Step by Step

31 May 2024

A guide to buying your first home. Includes: Surveys, Conveyancing, and Mortgage product options.

Sunny Avenue

What Is A Mortgage Promise?

31 May 2024

All you need to know about the mortgage promise.