Thank you for visiting the site, it's great to have you here!
When I started Boulter Mortgages my priority was to create a way to work with companies to better support their employees on a practical basis.
We all love a smoothie day, wellbeing content and company socials. However, with interest rates fluctuating and the cost of living increasing, finances are far more of a concern for your employees.
I want to make sure that organisations can provide their employees with the support they need at the moment need it.
As an independent Mortgage Brokerage, our focus is on the individual. We help each client with trusted mortgage advice, reviewing debts, budget and property investment options. We're not just to help in the tough times, our goal is to help your workforce achieve their financial goals.
As a company, reducing financial stress and increasing your employees sense of security will free up their mental energy to focus on work. increasing productivity with better job satisfaction and overall well-being.
Happier, healthier employees are more productive and engaged, which will lead to increased profits and success for your company.
Do get in touch, it would be great to talk
Jen Wolfe
Jennifer Wolfe
Director at Wolfe & Co Mortgage Advice Limited
How We Support Your Employees
Initial Financial Review
An initial financial review is a crucial first step in helping employees understand their financial position and identify opportunities for improvement. During this review, our advisor will typically ask questions about the employee's current financial situation, including their income, expenses, debts, assets and discuss their financial goals.
Based on this information, we'll work with the individual to identify areas they can improve their financial position to meet their goals whether that's buying their first home, remortgaging, starting/growing their buy to let portfolio or arrange a deeper dive with one of our partners around Investments and Pensions
Turning Plans Into Action
Financial growth takes time. We will be there by your employees side as they prepare and consider options, no matter how long the process takes.
We will always be there to reassess their position and explore the practicalities of any options they are considering.
We also have a trusted panel of solicitors, surveyors and accountants on hand to support them as needed.
We're here to help them reach their financial goals and when they are ready to move forward they will do so, fully educated and and prepared.
We will manage the process and guide them through it. Taking care of the intricacies so they can enjoy a stress free process
Aftercare
When a client comes on board with Boulter Mortgages, we consider them to be a client for life.
We keep them informed of market conditions and how it affects their personal position.
We'll discuss new options, reassess their position and be a trusted advisor of theirs for life.
We'll also, always look after any mortgage they take out with us, ensuring we keep them on the best rate available throughout the life of their mortgage.
