Mortgage Products & Services
Here’s our extended range of services to meet every one of our unique customer’s needs.
Mortgages
Mortgage Services Tailored to Your Needs: Whether you’re a first-time buyer, navigating the daunting path to your first property, moving home and seeking better deals or assessing the cost of moving, or considering remortgaging for savings or home improvements, we’re here to guide you.
Additionally, we offer specialised services including Buy to Let for investors and Bridging Finance for short-term funding. For those with impaired credit histories, our expertise in handling adverse credit situations provides mortgage solutions. Trust us to help you secure the right mortgage options for your unique circumstances.”
Insurance
Comprehensive Insurance Solutions: Whether it’s securing your family’s future with Life Insurance, protecting against critical illnesses, ensuring income continuity through Income Protection, or safeguarding your home and belongings with Buildings & Contents insurance, we offer a range of insurance options to meet your needs.
Our policies provide financial support in the event of death, critical illness, or income loss due to injury or illness, and we guide you to find the best-suited coverage for your circumstances, offering peace of mind and security for you and your loved ones.
Private Finance
Specialists at the top end of the market, Levy Financial negotiate every type of large mortgage.
From mortgages on multimillion-pound homes, secondary residences or buy-to-let investments, Levy Financial source and advise on the best mortgage rates and terms for you.
Personalised private bank mortgages for HNW & UHNW individuals. We are comfortable with complex income and wealth scenarios.
Wills & Trusts
Estate Planning Excellence: Secure your legacy with our Wills and Trusts services. Our expert team simplifies the complex process of safeguarding your assets and ensuring your wishes are carried out.
We provide tailored solutions for wills, trusts, and estate planning to protect your loved ones and assets. Plan for the future with confidence, knowing your legacy is in trusted hands.
First Time Buyers
Buying your first property can be the biggest financial decision of your life. Understandably it is both exciting and daunting. There are important decisions to make and criteria to be considered before you take your first steps onto the property ladder. We will fully assist you throughout your home buying journey with the right guidance.
Negotiating on properties and helping you with conveyancing legal work can also be overwhelming. You can use our expertise and experience to put you in the best possible position.
Moving Home
To sell and to buy: moving home is known to be one of life’s biggest causes of stress, so to relieve some of this anxiety we can provide you a perfect opportunity to look for a better deal whether that be with your current lender or another better one.
Many clients have also benefited from a ‘cost of moving’ assessment to help them get a clear overview of the financial implications when making the move.
Remortgaging
Have a review of the mortgage market and get some sound financial advice before choosing to fix back in with your current lender. Many of our clients have saved thousands by reviewing the term or borrowing for home improvement projects or debt consolidation.
Even if fixing back in is the right option we will let you know and help you every step of the way.
Buy to Let
Helping you make a success of your investment. Whether you’re a first time investor or portfolio landlord, talk to us to get the best deals’.
Bridging Finance
For when you need some short term funding secured against your property or land, talk to us to get the best options
Impaired Credit Mortgages
Many people have been impacted by some adverse credit history. Whether it be missed payments, defaults, County Court Judgements (CCJ), Debt Management Plans (DMP), Individual Voluntary Arrangement (IVA), Repossession or Bankruptcy. We has years of extensive experience giving financial advice in this field. Mortgage solutions in these scenarios are available.
About Us
Trusted by clients across the Greater Manchester region
Yonatan Levy heads up Levy Financial.
‘I chose to set this company up as a challenger to other larger broker firms and banks. I have evolved as a manager and leader and believe that life is for living. That is why I have chosen to pay fair and generous salaries and I promote working less hours and healthy living. In return we operate more productively and give a better service – giving us more time doing what we love most, albeit spending time with family or focusing on out of work hobbies 😊’
‘The pandemic & lockdown gave me an epiphany moment that transformed my life. I do what I do so that I can free up more time to spend with my family and to be happy and more in control of my day.’
With a BA Hons in Business & Management from Leeds Met Uni & a recently attained qualification in the Future of Real Estate from Saïd Business School, University of Oxford, Yoni is now regarded as a true industry expert and gives the very best expert mortgage & protection advice.
Protection & Insurance
Keeping you covered from the unknown
Life Insurance
Life Insurance is a policy taken to ensure a lump sum payment is paid to your loved ones/beneficiaries in the event of your death, in exchange for a monthly premium. Most providers also cover events such as terminal illness or critical illness.
A Life Assurance payout can be used to provide your family with financial support upon your death, to pay off a mortgage, maintain a standard of living or support any dependants throughout their upbringing.
Critical Illness Cover
Similar to Life Insurance, this kind of policy will pay out on the diagnosis of a critical illness, as opposed to paying out only on death. Critical illness insurance covers cancer, heart attack and strokes as a minimum – although the exact number and type of other illnesses covered will depend on the Insurance provider.
Critical illness cover is often used to replace loss of salary through the inability to work or to pay off a mortgage. It can also be used to adapt a property upon a disability claim, or to pay for private medical treatment if required.
Income Protection
Income Protection is designed to replace your income when you can’t work due to illness or injury. The payments may be made in regular, tax-free instalments. Many policyholders have peace of mind that their financial lifestyle can still be maintained should they need to make an Income Protection claim.
Buildings & Contents
Insuring a home and belongings is almost second nature to most of us now.
When obtaining a Mortgage we are all required by law to have Buildings insurance in place. Levy Financial will always recommend a policy that will suit our client’s needs and priorities.
We are able to search through a range of policies to find the one that suits you best from our extensive list of competitive and specialist insurers.
Life Insurance
Life Insurance is a policy taken to ensure a lump sum payment is paid to your loved ones/beneficiaries in the event of your death, in exchange for a monthly premium. Most providers also cover events such as terminal illness or critical illness.
A Life Assurance payout can be used to provide your family with financial support upon your death, to pay off a mortgage, maintain a standard of living or support any dependants throughout their upbringing.
Critical Illness Cover
Similar to Life Insurance, this kind of policy will pay out on the diagnosis of a critical illness, as opposed to paying out only on death. Critical illness insurance covers cancer, heart attack and strokes as a minimum – although the exact number and type of other illnesses covered will depend on the Insurance provider.
Critical illness cover is often used to replace loss of salary through the inability to work or to pay off a mortgage. It can also be used to adapt a property upon a disability claim, or to pay for private medical treatment if required.
Income Protection
Income Protection is designed to replace your income when you can’t work due to illness or injury. The payments may be made in regular, tax-free instalments. Many policyholders have peace of mind that their financial lifestyle can still be maintained should they need to make an Income Protection claim.
Buildings & Contents
Insuring a home and belongings is almost second nature to most of us now.
When obtaining a Mortgage we are all required by law to have Buildings insurance in place. Levy Financial will always recommend a policy that will suit our client’s needs and priorities.
We are able to search through a range of policies to find the one that suits you best from our extensive list of competitive and specialist insurers.
Our Team of Industry Experts
Whether you require a Mortgage or Protection, we have the people, the expertise and the experience to provide the support that you need.
Testimonials
Your home can be at risk
If you do not keep up your repayments on a mortgage or any loan secured on it
Got A Question? Ask The Experts
Call us today on 03332340075
Find us
Levy Financial, Birch Mill Business Centre, Heywood, OL10 2QQ
Registered office: 2 Lakeview Stables,Kemsing, Kent, TN15 6NL
Head office: Lakeside Wealth Management, 15 Mariner Court, Wakefield, West Yorkshire, WF4 3FL
Follow Us On Social Media
Our chosen charity
Camp Simcha exists to improve the quality of life for families affected by serious childhood illness. Learn more
Call us today on 03332340075
Find us
Levy Financial, Birch Mill Business Centre, Heywood, OL10 2QQ
Registered office: 2 Lakeview Stables,Kemsing, Kent, TN15 6NL
Head office: Lakeside, Biz Hub, Longfields Curt, Wharncliffe Business Park, Middlewoods Way, Barnsley, S71 3GN
Follow Us On Social Media
Our chosen charity
Camp Simcha exists to improve the quality of life for families affected by serious childhood illness. Learn more
After contemplating a remortgage for a while and being unsure of how to go about it and to find the best deal I got advised to go see Yoni. The appointment was informative, Yoni made it all seem really easy and stress-free whilst being really friendly and helpful at the same time. I would stress to my friends and family and already have done if you ever need help with mortgages or insurance to go speak with him. An asset to your company can’t rate him highly enough thanks again Yoni
We had mortgage arranged through Yonatan Levy. He was very helpful, always reachable and very professional. He explained the process of having a mortgage and managed the paperwork very well. Would highly recommend for anyone buying a home and looking for a mortgage.
We've recently bought a house with the help of Yonatan, the mortgage advisor. We went to him on a recommendation and wouldn't hesitate to recommend his service to others - he was very friendly and knowledgeable and made everything easy to understand, which was a great help as it was our first time applying for a mortgage. Yonatan was always at the end of the phone/email if we needed him and regularly checked in to offer his help with the legal side of the process. We'll definitely be going back when it's time to review our mortgage!
We have just purchased our first house and couldn’t have done it without Yonatan’s help. He made sure we knew what was needed at every step of the way, always responded to our calls and emails and explained everything so we could understand. He even answered every one of the hundreds of questions my wife fired at him! We couldn’t recommend Yonatan any more highly. If you are looking at buying or remortgaging, give Yonatan a call!