Your Local Independent Specialist Insurance, Mortgage and Financial Advisers
Mortgages | Specialist Insurance | Wills & Estate Management
MMB Finance, your trusted partner offering expert guidance on mortgage, insurance, and estate planning needs
In today's complex and ever-changing financial landscape, having a trusted ally can make all the difference. MMB Finance is based in Swindon and our primary mission is to guide you through the maze of financial opportunities, ensuring that your choices are informed, suitable, and tailored to your unique needs.
01793 524 444
Financial Advice Enquiry
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Why MMB Finance Stands Out
Independent Mortgage Advice
In a sea of lending options, it is easy to feel overwhelmed. Whether you are a first-time homebuyer, looking to refinance, or an investor seeking the best mortgage terms, our independent mortgage advice is here to help you. We also provide mortgage advice to landlords of all sizes. Being independent means we are not tied to any particular lender or financial institution. Instead, our loyalty lies entirely with you, our esteemed client. We scan the entire market, ensuring that you get the mortgage that suits your needs, and not the other way around. Add to this our expert knowledge of Swindon and the surrounding area, we are able to tailor our mortgage advice to your precise needs.
Specialist Insurance Advice
Insurance isn't just about protection; it's about peace of mind. At MMB Finance, we recognize that every individual and business has its unique set of risks and aspirations. Our specialist insurance advisers dive deep into understanding your requirements and leverage our industry insights to provide solutions that offer optimal coverage, keeping your future secure. Whether you need life insurance, income protection insurance, or buildings and contents insurance, we will be able to help find you the policy which is right for you, using our local knowledge.
Wills & Estate Planning
Planning ahead for your family's future is an important consideration and a task which requires expert advice to avoid the many pitfalls, such as inheritance tax rules. Making a Will is the first thing you need to do to help protect your assets for your future beneficiaries.
Inheritance Tax Planning is another area where specialist financial advice can help you enormously. If you have a large or complex estate, then it pays to plan ahead for how it should be distributed when you are gone. Inheritance Tax Planning can help minimise the amount of assets which are lost to tax. MMB Finance are experienced at helping you make your Will and in helping you plan for your family's future by estate planning.
The Personal Touch
In this digital age, the personal touch is easily lost. MMB Finance is different to most financial advisers. It is important to us that our clients are treated as individuals. Consequently, we meet you face-to-face to discuss and advice you on your financial matters, rather than doing everything by email or over the telephone. You need to be able to trust your financial adviser, so building a personal relationship with you is of utmost importance. This allows us to understand you and your needs, so that we can use our local knowledge and expertise to provide you with the right financial solution.