Business Details
20 Years
experience
Expert Mortgage & Financial Advisers in Wellington
Harrison Financial Services has been providing expert financial guidance since 2006, combining over 25 years of industry experience with a commitment to personalized service. Our team of qualified professionals specialises in mortgages, insurance, and financial planning, offering tailored solutions to meet individual client needs. We operate from modern premises in Wellington, Somerset, serving clients across the UK with a focus on transparency, professionalism, and long-term relationships.Our advisers hold relevant qualifications and maintain authorisation through the Financial Conduct Authority, ensuring compliance with rigorous regulatory standards. Clients benefit from our extensive market knowledge, access to exclusive products, and a client-centric approach that prioritises clear communication and informed decision-making.
Services
Mortgage Advice
Buy-to-Let
Secured Loans
Life Insurance
Critical Illness Cover
Details
- Year established: 2006
Highlights and features
- We offer 25+ years of mortgage advisory experience with local market expertise
- Our team provides face-to-face consultations without call centre intermediaries
- We maintain FCA authorisation ensuring regulatory compliance and client protection
- Our advisers deliver transparent fee structures with clear value propositions
- We combine technical expertise with accessible, jargon-free financial guidance
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Knowledgeable team
Personalised approach
Transparent advice
Reliable support
Services
Mortgage Advice
Our mortgage advisory service helps clients navigate property financing options with expert guidance. We assess individual circumstances to recommend suitable mortgage products, including first-time buyer schemes, remortgaging, and buy-to-let investments. Our FCA-authorised advisers provide transparent fee structures and ongoing support throughout the application process.
Life Insurance
We offer tailored life insurance solutions that provide financial security for dependants in case of unexpected death or terminal illness. Our advisers help clients determine appropriate coverage levels based on mortgage obligations and family needs. Policies include flexible term assurance and whole-of-life coverage options with competitive market rates.
Critical Illness Cover
This service provides tax-free lump sum payments upon diagnosis of specified critical illnesses like cancer or heart disease. We help clients select appropriate coverage that complements their mortgage and financial commitments. Our advisers explain policy terms clearly and assist with claims processes when needed.
Income Protection
We arrange income replacement policies that protect against financial hardship from prolonged illness or disability. These policies provide regular tax-free payments until retirement age, helping maintain mortgage payments and living expenses. Our advisers assess individual risk profiles to recommend suitable policy terms.
Buy-to-Let
Our buy-to-let advisory service helps property investors secure financing for rental properties. We provide market analysis, affordability assessments, and portfolio management strategies. Clients benefit from our knowledge of landlord-specific mortgage products and tax-efficient structuring options.
People
Greg Harrison
Owner
With over 25 years in financial services, including 8 years as a high street bank manager, Greg leads Harrison Financial Services. He specialises in mortgage advisory work and has served the local community since 2006, building the business through client referrals.
Chris Blatchly
Mortgage Adviser
Chris brings 15+ years of mortgage advisory experience, focusing on residential and buy-to-let mortgages. He combines technical expertise with a client-focused approach, offering home visits and maintaining professional qualifications in financial planning.
Kathryn Coles
Mortgage & Protection Adviser
Kathryn specialises in mortgage solutions and protection planning, ensuring comprehensive coverage for secured loans. She prioritises client education and transparent advice, with particular expertise in first-time buyer schemes and affordable housing options.
Steve Pernett
Mortgage Adviser
With 25 years in financial services, including 18 years as a high street bank branch manager, Steve provides mortgage advisory services across Devon and Cornwall. He focuses on clear communication and tailored financial solutions for property transactions.
Sharon Bride
Administrator
Sharon manages case processing and financial compliance, bringing precision to administrative tasks. With a background in aviation, she applies meticulous attention to detail in supporting mortgage transactions and office operations.
Questions
What mortgage types do you specialise in?
We specialise in residential mortgages, buy-to-let, remortgaging, first-time buyer schemes, and specialist mortgages including adverse credit cases.
Are your mortgage fees fixed or variable?
Our standard mortgage advice fee is £295, though this may vary depending on individual circumstances and transaction complexity.
Do you offer insurance products?
Yes, we provide life insurance, critical illness cover, income protection, and property insurance solutions tailored to client needs.
Can you help with buy-to-let investments?
Yes, we offer specialist buy-to-let mortgage advice, portfolio management, and investment property financing solutions.
How are you regulated?
We operate as an Appointed Representative of PRIMIS Mortgage Network, authorised and regulated by the Financial Conduct Authority.
Do you provide home visits?
Yes, our mortgage advisers offer home visits for client convenience across Somerset, Devon, and Cornwall.
