
About Jo
I have been a mortgage and insurance adviser since 2003 and am now proud to be one of the directors of Abacus Financial Options. I have a particular focus on equity release, family protection and mortgages.
I have had the pleasure of helping my clients achieve their financial goals over the years and pride myself in building long-term relationships with my clients. I can help clients through the minefield of mortgages whether you are a first time buyer, onward purchaser, wanting to re-mortgage your current home or purchasing a buy to let. I also have great understanding of all the government schemes that are available to you. Being whole of market means I can find the lender most suited to your needs.
After arranging your mortgage I can then assist you in the whole purchase from finding a solicitor to making sure you have the right insurance protection to suit your family's needs. I then take you through every step of the purchase to completion.
I also specialise in Lifetime Mortgages (also known as Equity Release) and am proud to be a member of the Equity Release Council.

About
Abacus Financial Options
Abacus Financial Options are well established independent financial advisers with offices based in Ferndown in Dorset.
Our team of friendly and knowledgeable advisers cover much of Devon, Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.