Financial advisers in Sunderland

Peter Groome was recommended to me as a First Time Buyer and I am so grateful as he was fantastic from start to finish. Peter was able to advise me financially, made me feel comfortable asking questions and got me a great deal on my mortgage! I have already recommended Peter to friends of mine as I couldn't speak more highly of him. Thank you!

An Outstanding Experience: Our Home Purchase with Vishal Popat
I am absolutely delighted to share my experience working with Vishal Popat, our Senior Financial Consultant, who provided exemplary support in our successful home purchase.

From our very first interaction, Vishal's professionalism was evident. He approached every aspect of our financial planning with meticulous attention to detail and a deep understanding of the market. What truly set him apart was his incredible empathy. He genuinely understood our anxieties and aspirations throughout the complex process, making us feel heard and supported every step of the way.

Vishal's clarity in communication was a game-changer. He broke down intricate financial concepts into easily digestible information, ensuring we fully understood all our options. His advice was not just informative but also incredibly insightful, proving crucial in our decision-making process. We felt empowered and confident, knowing we were making the best choices for our future. Vishal's responsiveness was also extremely good and it helped us move further in the process much faster.

We couldn't have navigated this journey without Vishal. His dedication, expertise, and genuine care made what could have been a stressful experience remarkably smooth and positive. We highly recommend Vishal to anyone seeking top-tier financial guidance for their home buying journey.

Thank you, Vishal, for everything!

As first-time home buyers, we had lots of questions,was clueless and needed help in every steps.It was at this point Mr.Lee's approach made this whole process well organised and made a stressful situation an easy experience. Always, he made sure that we got prompt responses and availability to answers. Thank you so much for your valuable time and advice.

Amazing service, Carl was fantastic
Carl was our Mortgage broker, he was absolutely amazing. He was supportive, helpful, and reasuring every step of the way.

His communication was amazing he was always available to help and replied to emails messages and calls promptly.

As first time buyers we needed a lot of help and had a lot of questions and Carl was there throughout to answer those questions and make the process easier.

Carl even helped negotiate the purchase of the house and saved us a significant amount on the house price.

Carl was super friendly and I can not recommend him enough to all buyers but especially first time buyers. Max, his assistant was also very helpful and helped chase up an issue we were having with the house survey.

We will always use Carl and Embrace going forwards.

Carl O Mara - absolutely top bloke
I was in touch with Carl for months and months while I underwent a ToE on my old house, then was looking at buying several houses. He must have spent hours on the phone to me giving advice on next steps, options etc. He also negotiated the final price on the house I ended up buying and saved me a fortune... then went on and sorted the mortgage! Nothing was too much trouble, he kept me really well informed and he really helped me and my family out through a pretty rough period. Very highly reccomended.

Hardip Lota - first class service!
I wanted to give a big shout out to Hardip Lota who works as a Senior Financial Consultant and Area Development Manager for Embrace. I have used him serveral times and he is simply the best IFA I have ever worked with (I am nearly 60 and used quite a few other the years). Fantastic service and I would highly recommend him.