Basil James Mortgage Advisers Bristol and Somerset
Basil James Financial Services was founded as a partnership in 1998, since then we have grown to become one of the most well respected mortgage advisers in Somerset and Bristol.
Our partners background of many years’ experience working for banks and building societies within Personal Financial Services, gives them an intimate knowledge of the mortgage sector and an unshakeable conviction that customers should be offered professional advice for the products and services we offer.
Sound Professional Mortgage Advice
There are many important financial decisions that must be made from obtaining the best mortgage rates to the best insurance terms, it is therefore important that we researched from a comprehensive range of mortgage lenders before deciding which provider to select. We pride ourselves on our professionalism and only recommend a product if it is appropriate and suitable to our customers. We achieve this by taking time to thoroughly understand our customer’s requirements and circumstances enabling us to conduct focused research to select the recommended product. We will help and assist you to obtain the agreed products by completing the transactions for you giving you peace of mind.
Meet the team Bristol Office: 0117 909 5868
Jon is a partner in BJFS and has 25 years industry experience. In addition to holding the Chartered Insurance Institute Financial Planning Certificate Jon has a Certificate in Mortgage Advice and Practice. Jon is married and a proud father of two children, being a keen rugby supporter sport is high on the family agenda.
Stephen holds the Chartered Institute Financial Planning Certificate alongside the Certificate in Mortgage Advice CF6. He has a flexible approach to meeting clients to assess their mortgage and protection needs at a time and place convenient to them. Stephen is married with two children and enjoys playing cricket, running and watching sport.
Paul Langley joined Basil James Financial Services in 2001 and was made a partner of the firm in 2011. He previously worked in residential Estate Agency, Property Management and the Financial Services sector since 1986 so has a wealth of knowledge when it comes to property related matters. Paul is married and has 2 children. His passion is playing golf (badly) when time permits.
Stacy joined Basil James as a fully qualified mortgage broker in early 2008, having spent the previous 10 years working in estate agency, so she has a lot of experience within the property industry. Stacy is a keen photographer and spends her spare time horse riding, snowboarding and walking her two dogs
Jon has a broad financial services background originating in high street banking. As a qualified Mortgage Adviser with over twelve years experience, specialising in first time buyers, Jon is happy to see clients at times and locations to suit them.
Meet the team Somerset Office: 01460 258903
Paul has worked in financial services for longer than he will admit and spent several years advising clients of a national building society before working as a financial adviser with a bank. He is a firm believer that access to professional financial advice should be readily available and affordable to all and when required should be presented in a friendly and understandable way. He helped to set up Basil James Financial Services in 1998 with the aim of offering advice on this basis and has remained loyal to this basic principle ever since. He is married with a grown up son.
Daniel is a fully qualified Mortgage and Protection Consultant and joined Basil James in 2018 having spent the previous 5 years working within estate agents as an in-house advisor, so has a wealth of knowledge with the entire home buying process. Although a Mortgage Consultant Daniel specialises in providing top quality Protection and Insurance advice at Basil James. Daniel is married with a young son and in his spare time can either be found playing rugby or watching any sport in general.
Pat has worked in the financial services industry for over 22 years and holds certificates in Mortgage Advice and Practice as well as Equity Release. Pat is married with a grown up son and is a keen amateur artist with paintings on view in the office.
Peter has worked within the financial services industry for over 30 years. This experience has covered all aspects of financial planning including mortgages, investments, pensions and insurances. Peter acts as an administrator within the team and outside of work enjoys nothing more than taking his dog for a long walk in the Somerset countryside.
Areas we cover
From our offices in Bristol and Illminster, we cover the counties of South Gloucestershire, Bristol, Bath, BaNES, Devon, North Somerset and Somerset. This includes Ilminster, Chard, Crewkerne, Yeovil, Taunton, Langport, Ilchester, Wellington, Somerton, Sherbourne, Street, Glastonbury, Bridgwater, Burnham on Sea, Weston-super-Mare, Wells, Wedmore, Shepton Mallet, Midsomer Norton, Nailsea, Clevedon, Highbridge, Tiverton, South Petherton, North Petherton, Cheddar and Bristol.