Mortgage Advice in Suffolk – Supporting Your Wider Estate Plan

At Suffolk Wills and Estate Planning, we understand that your home is often your most valuable asset and a central part of your long-term estate planning. While we specialise in wills, trusts, and legacy planning, we also work closely with a trusted local mortgage broker to help ensure your property and finances are structured in the best possible way.

That’s why we’ve partnered with Tim Giles, an experienced, independent mortgage broker, to offer mortgage advice as part of a joined-up approach to estate and financial planning for families across Suffolk.

For many clients, decisions around mortgages, remortgaging, and property ownership naturally link with inheritance tax planning and family asset protection trusts, helping to protect wealth for future generations.

Why We Introduce a Trusted Mortgage Broker in Suffolk

Local Knowledge You Can Rely On
Suffolk is our home. We understand the local property market, family circumstances, and financial considerations that matter most to people living here. By working alongside a respected Suffolk-based mortgage broker, we can ensure mortgage advice is aligned with your wider estate planning goals.

Independent Mortgage Expertise
Tim Giles provides independent mortgage advice tailored to your situation. Whether you are buying your first home, remortgaging, moving house, or investing in property, you’ll receive clear guidance designed to suit your personal and financial circumstances.

Joined-Up Financial Planning
Unlike standalone mortgage services, our approach looks at the bigger picture. Mortgage decisions can impact inheritance planning, asset protection, and long-term family security. Working together ensures your mortgage choices support — rather than conflict with — your estate plan.

Clear, Personal Guidance
You’ll receive straightforward explanations, practical advice, and support throughout the process. There is no pressure and no obligation — just clear information to help you make confident decisions.

How the Mortgage Advice Process Works

Initial Discussion
We begin with an introductory conversation to understand your situation and confirm whether mortgage advice would be helpful alongside your estate planning.

Mortgage Consultation
If appropriate, you’ll be introduced to Tim Giles, who will take the time to understand your goals, financial position, and mortgage requirements.

Research and Recommendations
Tim will research suitable mortgage options and explain the choices available, helping you understand how each option fits your circumstances.

Application Support
If you choose to proceed, you’ll be supported through the application process, with guidance at each stage to keep things clear and stress-free.

Ongoing Support
Mortgage advice doesn’t end once a deal is arranged. You’ll have access to continued support and future reviews if your circumstances change.

Speak to Us About Mortgage Advice in Suffolk

Your home plays a vital role in your family’s future and your overall estate plan. By working with trusted local professionals, we help ensure your property decisions support your long-term goals.

If you’d like to discuss mortgage advice as part of your wider estate planning, please contact Suffolk Wills and Estate Planning for a no-obligation conversation. We’ll be happy to explain how this service fits alongside our wills and trusts work.

Contact us today to start the conversation.

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