At The Levels Financial, we’re first-class mortgage and insurance brokers, serving hundreds of clients across the South West and beyond. Headquartered in South Somerset, with a second office in Exminster, we place customer service at the heart of everything we do, meaning you’re never left on the sidelines when it comes to your mortgage or insurance. 

From credit scores and income stability to employment history and deposits, mortgage eligibility criteria can feel overwhelming and leave many people unsure about their next steps. As the leading mortgage broker in South Somerset, with an overall quality score of 99.7%, we make the process simple, as securing a mortgage should feel like a cup final victory rather than a penalty shootout of stress and uncertainty. Whether you’re buying your first home, moving up the property ladder, or investing in a buy to let, we take the pressure off your shoulders by removing the jargon and handling every step of the process, right until the keys to your new home are in your hand.

Our team of expert brokers (including The Gulls’ very own Cody Cooke) has helped hundreds of house hunters secure a rate that’s right for them; because, like football, with mortgages a one-dimensional game plan never works. Your dedicated adviser will guide you through the process, provide comprehensive support with all paperwork, and find a mortgage that perfectly fits your specific financial circumstances. With access to more than 12,000 products from 90 different lenders, we know that we’ll help you find that perfect option. 

But we do much more than simply helping you secure a mortgage. What happens if you’re suddenly unable to work because of an accident, illness, or redundancy; how would you keep up with your mortgage repayments? Or, what if something happens to your hard-earned property and possessions? That’s where insurance comes in, providing cover should the unexpected unfortunately occur.  We offer a wide range of insurance advice, with our brokers able to assist with: 

• Income protection 

• Life insurance 

• Building and contents insurance 

• Movers protection 

• Critical illness cover 

Indeed, we don’t just care about finding you the perfect mortgage, we also help protect your home from unexpected financial challenges, giving you peace of mind and helping you avoid being caught offside.  

Fortunately, you don’t just have to take our word for the quality of our service. Last month, at the ESTAS (one of the most prestigious awards in the property industry) we were officially crowned not only the South West’s Best Mortgage Advisor Office for Customer Service, but also the UK’s second-best. 

Each of these awards was earned solely through verified customer reviews collected via the ESTAS review platform. Since our inception, we’ve been committed to giving every client an exceptional experience from start to finish, and these awards are proof of that dedication. 

So, if you’re taking your first step onto the property ladder, making a promotion push for your forever home, or growing your investment portfolio, we’d love to help. Book a free initial consultation with one of our brokers today by visiting www.thelevelsfinancial.co.uk, calling 01392 642222, or emailing admin@thelevelsfinancial.co.uk. Because we know life is busy and full of various commitments, our offices are also open in the evenings and at weekends, so you can get the advice you need even once the week’s gone to extra time.  

Because we always have your best interests at heart, you need to be aware that your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances. The fee is up to 1%, but a typical fee is 0.3% of the amount borrowed.