Wealth Management & Mortgages
Wealth Management & Mortgages
Wealth Management & Mortgages

Guiding you through the world of wealth management and mortgages.

How Can an Independent Mortgage Adviser Help?

Your mortgage adviser will learn about your situation and explain your mortgage options before making a product recommendation. We’re a whole of market mortgage broker which means we’re not tied to any lenders; we look at products from across the entire market to find the best deal for you. Once you’re happy with your recommendation, we’ll pass you over to your client relationship manager who’ll manage the rest of the mortgage process for you.

Unlike other UK mortgage brokers, finding and arranging the best mortgage for your circumstances isn’t all John Charcol do. We help you through your entire property-buying journey. Our team can find you conveyancers, insurance and protection cover. We can also help you move into your new home and set up things like utilities and Council Tax.

Ready to get started? Contact us today for the best independent mortgage advice.

We work with more than 120 mortgage lenders, including:

Speak to our friendly team today and find out how we can help you…



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Why Choose John Charcol Mortgage Brokers?

We Take Care of Everything

With over 45 years of service, we’ve seen it all. We can save you money, time and make buying your property easy.

We’re Highly Recommended

We have over 1,830 5* reviews on reviews.co.uk, so you can feel confident that your mortgage is in the right hands.

We Give Personal, Expert Advice

We work around your schedule to help you arrange a mortgage that suits your circumstances, no matter how complex.

Are you a high net worth borrower looking for a large mortgage loan?

Are you a high net worth borrower looking for a large mortgage loan? Look no further than Matrix Estate Planning. We are a mortgage specialist for high net worth borrowers and have the expertise to provide you with a tailored solution for your needs. Our experienced team of professionals can help you secure the right loan for your property, whether it be residential or commercial. With access to a range of lenders, we have the ability to source the most competitive mortgage deals on the market. With over 25 years of experience in the mortgage sector and a commitment to providing a first class customer service, Matrix Estate Planning can help you secure the right loan for your property. Contact us today and discover how Matrix Estate Planning can help.

“Established in 1974, John Charcol is an award winning, whole of market Broker who’ve helped thousands of customers secure the right mortgages for their homes and investment properties. Whether you’re a first-time buyer purchasing a new home or a seasoned landlord making an investment, they will find you the mortgage that best suits your needs.

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Mortgage Repayment Calculator
Residential Stamp Duty Calculator
Buy-to-let Stamp Duty Calculator

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John Charcol is a trading name of John Charcol Limited and its Appointed Representatives. They are a credit broker, not a lender. John Charcol Limited is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665649. Registered in England No. 9157892. Registered office address for John Charcol Limited is St. Helen’s, 1 Undershaft, London, EC3P 3DQ. The FCA does not regulate some investment mortgage contracts. Calls may be recorded for training and monitoring.


“Dear Clients, When referred to John Charcoal for mortgage inquiries, please note that Matrix Estate Planning Limited may receive a referral fee upon mortgage completion. This disclosure is in compliance with regulatory requirements. Feel free to contact us for further details. Thank you.”


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