Savings & Investments

Whether it is your existing holdings or you wish to discuss something new, we can guide you through your options and be with you every step of the way being financial advisors in Bournemouth. The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Financial Advisors Based in Bournemouth

Here at Mortgage Squared we can help you with all your finance questions and requirements. We have a team of experienced , professional and qualified specialists who can go through all options when it comes to your personal finance and mortgage needs. We are based in Bournemouth but we  can provide our financial advisor services nationwide.

From savings, mortgages to pensions the team here can offer impartial and expert advice for all your financial requirements. We will not use any complicated jargon but we will provide 100% transparency at all times and clearly set out what options you have. We take the stress out of the entire process and we ensure that when you need financial advisors in Bournemouth  we can be your go to company. What is more we have full market access so you get the latest rates and schemes available.

Retirement Planning

Maintaining your existing standard of living in retirement is most people’s goal. Whether you are yet to start planning, have some plans in place or retirement is fast approaching, we can offer suitable advice individual to you. You could spend hours online browsing the various websites for help and finding the ideal product to suit your needs which is why the team here at Mortgage Squared can help, by saving you time and stress and  being experienced  financial advisors in Bournemouth.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Our financial advisors in Bournemouth can answer any questions you may have and make sure you get the right advice and choose the best product for your requirements.

Mortgage Squared is a part of Openwork UK, who are the largest Financial Adviser network in the UK. This means we can also offer you the opportunity to discuss your Investment and Pension needs with an experienced specialist. 

Financial calculators and helpful guides

Financial calculators

Our mortgage calculators are there to help you get your head around all the figures.

Helpful guides

Sometimes we can get inquisitive and want to know more so here are some guides to help you.


Protecting your future is always a great idea. Please feel free to contact us for details.

Stamp duty

You must always factor in stamp duty when considering how much deposit you need to buy a house.


We are a friendly, helpful team of expert financial advisors and would love to assist you.

We are a friendly, helpful team of expert financial advisors in Bournemouth and would love to assist you.