What makes us different?

There are lots of people who could advise you on mortgages, and lifestyle and business protection.  Why should you be drawn to Compass? 

Ninety %

We cannot prove to you on this website how personable and professional we are, but we can point to the fact that over 90% of the business that we do is as a result of client referrals – which must say something about how personable and professional we actually are!

Spend time

Sourcing the right cover means first of all understanding what that cover will look like.  Everyone is different, and everyone deserves their specific needs to be defined.  That is why we make it our business to spend time getting to know you, perhaps your family, maybe your business, so that we can advise from a position of true insight.

Evolving

Nobody’s life stands still; everybody will experience change in their relationships, their location and their work.  That is why no financial product can stay the same forever.  We know that our client value the long-term relationships that we build with them, consulting with them at least annually, to ensure that the protection that they need is in place for today and for tomorrow.

Work with you

We pride ourselves on working with you in the way that is most compatible with your lifestyle and congenial to your needs.  We will meet you at home in the evening, or at our offices during the day.  We can secure immediate cover, or put the processes in place to get you the most suitable deal in a year’s time.  We can review as much or as little of your financial world as you are comfortable with.

We are a local, friendly team, backed by an appointed representative of Openwork Limited, one of the largest networks of financial service businesses in the UK.  If we sound like the sort of company that you would be happy to talk to, please contact Compass today for the North, South, East and West of your financial needs.

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Thanks for getting in touch with Compass Personal Finance, we'll be in touch very soon. If you'd like to speak to someone in the meantime feel free to give us a call on 01489 578338.