Financial Services


For the majority of us, buying a home is the single largest financial decision we will make over the course of our lives – and it doesn’t end once you’ve got your foot on the property ladder. 

At Jordan and Halstead, we have been working in the property market for over 20 years, and have been helping out customers buy and sell their homes locally and nationally since 2016. In this time, we’ve seen our team and customers navigating the property market through all kinds of economic conditions, and battling questions of if or when to buy a second home, when to sell and how to get the highest yield out of your property, among a wide variety of other challenges. 

As a team with first hand experience helping our customers through these big financial decisions, we saw a real demand for informed, honest and effective financial services, and so set up our own, in-house financial services division. 

Our financial services division offers a range of options and services to help our customers feel confident and comfortable in their finances when making big decisions about their property, and to put you in the best, safest financial position to buy and sell your home.


Our Financial Services

We offer a wide range of financial services to ensure that whatever you concerns, financial situation or lifestyle, we can help to create a solution to help secure your financial position as well as possible. As an independent provider of financial services, we are able to access the entire market to find providers that will give you the best possible package, providing both security and value.



Whether you’re a first time buyer or have taken several steps on the property ladder, finding the right mortgage for you is always a difficult process. With so many options and lenders available, it can be difficult to find a mortgage that actually works for you and suits your needs.

As an independent financial services operation, we have access to thousands of potential lenders and our experts can easily help to match your needs to the right mortgage for you. Our team will work with you to understand what it is you need from your mortgage provider and how this matches up with your finances. Then, we’ll use our extensive knowledge and experience to find and recommend the best options for you.

Choosing a mortgage provider can be stressful, but with Jordan & Halstead, you can be confident that you’re making the right move for you.


Life Insurance

When you buy a new home, you’re making an important financial commitment for years to come. This is a step that can be stressful, but with life insurance, you can be confident that you, your family and your home will be protected under even the worst circumstances. Our team will take the time to really understand what it is that you need from your service, and be able to recommend you the best possible plans, perfectly tailored to you.

Then we can match you with the perfect life insurance that covers everything you need, at a price that gives you the best possible value and security.


Critical Health Insurance

When life throws you a curveball, it’s important to know that you and your family are covered. If you were to become critically ill and unable to work, could you cover all the necessary costs without your income? Critical health insurance helps to lift this burden and means that you can feel secure in your finances no matter what is around the corner.

Critical health insurance covers you and your family in case of an accident or health emergency, which may leave you unable to work, or to work as much as you do now. In situations like these, having critical health insurance can be the difference between a relaxed, safe and healthy recovery period, or one full of stress and difficulty as you have to worry about finances instead of working on yourself. 


Buildings Insurance

Buying a home is both a wonderful freedom and big responsibility, and while homeownership means you are able to create the perfect place for you to live, you may also be left in a crisis without any cover.

Buildings insurance helps to make sure that you are protected in case of accidental damage, wear and tear or other damage. Most plans will cover you in the event of natural disasters such as flooding, freezing pipes or storm damage, as well as vandalism and in case of traffic accidents.


Contents Insurance

Whether you’re a homeowner or renter, contents insurance is incredibly important to have. While buildings insurance covers the building you live in, contents insurance covers all the things that really make it feel like home.

Contents insurance protects your belongings from electrical damage, theft, damage from flooding and fire, among other factors that could cause damage to your belongings.

Jordan & Halstead can help to make sure that we find the plan with the perfect cover for you, giving you confidence, assurance and great value.



About a third of all home loans in the UK are actually remortgages, so it’s important to make sure you’re informed. Remortgaging can save you thousands of pounds every year, but may be costly or not worth it in the long run if you choose the wrong mortgage provider.

At Jordan & Halstead, our experienced team will talk you through the remortgaging process and work with you to find the mortgage plan that will work for you, while also saving you money in the long run.

We also offer a variety of other financial services, and can help to provide you with a bespoke package of financial services by working with all the available lenders, plans and providers on the market. 


Why Choose Jordan & Halstead?

At Jordan & Halstead we have years of experience in helping our customers get into the best financial position to buy their homes.

Our team of experts are known for their honesty, dedication and professionalism, and are passionate about helping customers get the best possible value out of your financial services, no matter what kind of service or plan you need.

To find out more about the services we offer, or to book a meeting with our financial services team, contact us today.