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How we work:

Five steps to getting the best Mortgage & Protection advice

1. Your Goals

We establish your goals and aspirations for property ownership.

2. Your Requirements

We gather relevant personal and financial information and establish your requirements for your mortgage, including insurance and protection.

3. Our Recommendation

We recommend a mortgage and any relevant protection/insurance cover based on what we know about your requirements. We’ll also arrange any other services you need, e.g. surveys, conveyancing, etc…

4. Application Process

We oversee your applications, liaising with lenders/providers to help make sure your application progress smoothly.

5. Reviews

We meet regularly to review your circumstances and help keep you on track to achieve your goals.

Because we play by the book we want to tell you that…


There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances.
Some buy-to-let mortgages are not regulated by the Financial Conduct Authority.
The information on this website is for use of residents of the United Kingdom only.
No representations are made as to whether the information is applicable or available
in any other country which may have access to it.

We Provide Suitable Advice Tailored to your Needs


Whose products do we offer?

We can access a range of mortgages from over 50 of the UK’s best-known lenders, but not deals that are only available directly from lenders.

If you are purchasing a property with the help of a shared equity loan, our advice will also cover the shared equity second charge, However, we do not advise on any other second charge mortgages. If you need a second charge mortgage we will refer you to one of our suitable partners, who will be able to advise you.

Which service will we provide you with?

We will advise and make a recommendation for you on your first charge mortgage after we have assessed your needs.

You may request an illustration from us for any regulated mortgage contract we are able to offer you whenever we provide you with information specific to the amount you want to borrow following assessment of your needs and circumstances.

What will you have to pay us for our services?

A fee of £149 and £999 payable on application. The total fee will be based on your personal circumstances, employment record, and credit history. We will provide you with written confirmation of your fee prior to the commencement of any chargeable activity. We may also receive commission from the lender.


Whose products do we offer?

We can only offer products from a limited number of insurers for life assurance, critical illness cover, income protection, household insurance, accident, sickness and cash lump sum accident protection.

Which service will we provide you with?

We are in insurance intermediary representing you, not any insurer. We will provide you with a personal recommendation after we have assessed your needs, limited to the insurance products available to us.

What will you have to pay us for our services?

We arrange the policy with the insurer on your behalf, you do not pay us a fee for doing this. We receive commission from the insurer which is a percentage of the total annual premium. You will receive a quotation which will tell you about any other fees relating to any particular insurance policy.

Why choose Forge Financial Solutions?

At Forge Financial Solutions Ltd we pride ourselves on reliable, forward-thinking, and trustworthy advice we provide to our customers. We help customers navigate the options available to them through clear information and guidance, this in turn enables them to understand their choices and make informed decisions.

Forge Financial Solutions Ltd offers Mortgage and Protection advisory services that are tailored to protect your home and meet your individual and family needs.

We have over 15 years of experience in helping a wide range of customers from first-time buyers to multiple let landlords.

Our many customers are at the heart of everything we do – we aim to get it right first time and that’s why many of our customers wouldn’t go anywhere else.