About us

Mortgage & Protection Specialists

Abbeygate Financial Planning Ltd is a specialist mortgage and insurance company based in the North West, but providing customer solutions throughout the UK.  We specialise in all types of mortgages, business insurance and protection, family and individual life and health insurance, and wills.  Our clients range from single first-time property buyers, to companies looking to protect income should one of its key people die or become critically ill. 

Process Driven - Customer Focused

Our company and processes are built on extensive business knowledge, professional expertise, and excellent customer care.  We know that every customer has a huge choice of providers, and we work hard to ensure that each one of ours has no need or desire to look to other firms. 

Problem Solvers

We acknowledge that every customer is different, and our financial planning approach is adapted to every situation presented to us.  We look to overcome problems, and will not turn away the more difficult or complex cases just because they take more time or effort. 

Plain Speak

We believe in ‘plain speak’ and transparency, making sure that customers understand the pros and cons of every solution that we present to them. 

Don't take our word for it!

Please ask for a list of people who have said that they would be happy to speak to someone who we have helped achieve their financial goals.  Or click on the button below to read some client testimonials.