Independent financial advisors (IFA)

Once you have found your shared ownership home you will need to complete a free financial assessment with an IFA from our panel. They will ask you questions and request documents which will help to confirm your financial eligibility.

When we have received your completed financial assessment from the IFA and have downloaded your Help to Buy application form, we will contact you. Even if you are a cash buyer you will need to speak to one of the IFAs.

The financial advisers have been chosen because of their shared ownership experience.

Woodward Insurance & Mortgage Services
143 High Street, Street, Somerset, BA16 0EX
Contact name: Karen Hoogesteger
Tel: 01458 844144
Imperial Financial
Unit A, Church Farm Business Centre, Church Lane, Nursling, Southampton, Hants, SO16 0YB
Contact name: Paul Nicholas
Tel: 02381 781545
Mortgage Genies
1st Floor, 61 Fore Street, Saltash, Cornwall PL12 6AF
Contact name: James Webster
Tel: 07856 321531


Once you have been approved by one of the IFAs on our panel and wish to buy a home through us, you are not obliged to use an IFA from our panel to arrange your mortgage.

However, choosing another IFA with limited experience may delay the mortgage application process. We do not receive any financial benefits from the companies above, it’s your decision whether you choose to instruct them. The companies listed above are provided for your guidance and have signed a service level agreement with us.