The Mortgage Plan
Mortgage Brokers
The Mortgage Plan
12 Woodstone Terrace, Houghton le Spring
# The Mortgage Plan Description
The Mortgage Plan is a mortgage advisory firm based in Houghton le Spring, operating as an Appointed Representative of Peritus Private Finance Limited and FCA-regulated. Led by Paul Came, the business provides comprehensive mortgage solutions tailored to diverse client needs across the UK.
The firm specialises in guiding clients through multiple mortgage scenarios: first-time buyers navigating their initial property purchase, homeowners seeking remortgage deals, and buy-to-let investors looking to expand their property portfolios. Beyond mortgages, they offer equity release and lifetime mortgage solutions for older homeowners seeking to unlock their property wealth, alongside life insurance protection plans.
What distinguishes The Mortgage Plan is their personalised advisory approach. Rather than a one-size-fits-all service, they conduct thorough fact-finding consultations to understand individual circumstances before recommending suitable products. Their Knowledge Hub provides educational resources, empowering clients to make informed decisions. They operate dual-access channels through a client portal for seamless document management and an introducer portal for professional partners, streamlining the application process.
The business combines accessibility with expertise—clients can contact them directly by phone or email to discuss requirements, receiving full quotations and personalised advice from experienced mortgage advisers. Their commitment to regulatory compliance and transparency, including FCA oversight and Financial Ombudsman access, provides reassurance to clients seeking trustworthy financial guidance in what is often their largest financial commitment.
The Mortgage Plan is a mortgage advisory firm based in Houghton le Spring, operating as an Appointed Representative of Peritus Private Finance Limited and FCA-regulated. Led by Paul Came, the business provides comprehensive mortgage solutions tailored to diverse client needs across the UK.
The firm specialises in guiding clients through multiple mortgage scenarios: first-time buyers navigating their initial property purchase, homeowners seeking remortgage deals, and buy-to-let investors looking to expand their property portfolios. Beyond mortgages, they offer equity release and lifetime mortgage solutions for older homeowners seeking to unlock their property wealth, alongside life insurance protection plans.
What distinguishes The Mortgage Plan is their personalised advisory approach. Rather than a one-size-fits-all service, they conduct thorough fact-finding consultations to understand individual circumstances before recommending suitable products. Their Knowledge Hub provides educational resources, empowering clients to make informed decisions. They operate dual-access channels through a client portal for seamless document management and an introducer portal for professional partners, streamlining the application process.
The business combines accessibility with expertise—clients can contact them directly by phone or email to discuss requirements, receiving full quotations and personalised advice from experienced mortgage advisers. Their commitment to regulatory compliance and transparency, including FCA oversight and Financial Ombudsman access, provides reassurance to clients seeking trustworthy financial guidance in what is often their largest financial commitment.
Services offered
First-time buyer mortgagesRemortgage adviceBuy-to-let mortgagesEquity release/lifetime mortgagesLife insurance plansMortgage search and comparisonFinancial advice consultationsIntroducer partnership services