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Square Financial in Burley in Wharfedale

Our Story

Established 2005,  our registered office is in the heart of picturesque Burley in Wharfedale, part of beautiful West Yorkshire, with advisors located throughout the UK.

Our team brings together years of collective experience in the mortgage and insurance industries. We are dedicated to empowering our clients with tailored financial solutions that meet their unique needs and aspirations.

With a deep understanding of the market and a relentless pursuit of client satisfaction, we continue to thrive by delivering trustworthy advice and personalised service.

 

We pride ourselves on our seamless, stress-free process and go above and beyond to exceed our clients' expectations.

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Expert Guidance

Our team of experienced mortgage professionals are well-versed in the intricacies of the mortgage market. We provide expert guidance tailored to your unique financial situation, ensuring you make informed decisions.
 

Wide Range of Options

We work with a vast network of lenders, offering a diverse range of mortgage products. This means we can match you with the mortgage that best suits your needs, whether you are a first-time buyer, re-mortgaging or seeking to invest in property.
 

Personalised Approach

We believe in personalised service. Our dedicated mortgage specialists take the time to understand your goals and challenges, crafting customised solutions that align with your objectives.

Transparency

Transparency is at the core of our business. We are committed to clear communication and honesty throughout the mortgage process. You can trust us to provide straightforward information and answer your questions, ensuring you feel confident every step of the way.

Why choose us?

Our mission is to make your mortgage journey as smooth and stress-free as possible. We understand that securing a mortgage is a significant financial decision and we’re committed to empowering our clients with the knowledge and options they need to make informed choices.

 

The process can be complex and overwhelming; that's where we come in. As your trusted mortgage adviser, we’re dedicated to simplifying the journey for our clients, whether that’s buying a property or re-mortgaging a current one. 

Meet the Team

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Philip Terry

Managing Director

Direct: 07967 086 302

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Stephen Elliott

Senior Consultant

Direct: 07875 090 813

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James Gaitely

Senior Consultant

Direct: 07789 775 630

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Tracy McCarthy

Office  Manager

Office: 0345 26 00 567
 

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