About Forces Family Finance
What do we do?
We pride ourselves on our personal and caring approach, where we take the time to listen and understand what you are trying to achieve so we can deliver the right service and secure the best deal for you.
We offer a range of financial services to suit your individual needs and have helped hundreds of families secure the right financial arrangement for them. So, whether you are unsure of where to start or you have a clear idea of what service you require but need help disentangling the deals available, we will be there to represent you and negotiate with companies on your behalf.
We understand how hard it is to find the time to discuss family finances around busy and unpredictable work schedules, we know this because we are Forces families ourselves. If your family is on a tight deadline due to deployment, posting or leaving service, we will work for you to ensure everything goes through as quickly and smoothly as possible. Taking the pressure off you at an already stressful time.
We know that service and family commitments are not nine to five, so we offer flexible appointment times and the convenience of a responsive telephone and online service. Wherever you are working or are posted, we can help.
Working with us made simple
Get in touch with us, either by phone or by completing our contact form.
Appointments to suit you
We’ll arrange a convenient time for you to talk through your needs in detail. We schedule appointments during the day or in the evening, by phone, online or if possible in-person.**
We’ll discuss your options
One of our advisers will gather the information required to work out your affordability and what options are available to you, or if you are looking at insurances we’ll discuss your needs and circumstances and come up with a tailor made package.
Your personal online portal
We’ll set up your own personal online portal. You can contact us directly, share documentation and keep track of your progress, all in one place, that is safe, secure and can be accessed at any time, from any place – perfect for us military folk right?!
Always ready to
listen to you
We’re always at the end of the phone to listen to your needs or to discuss progress.
We offer a complete hand holding service, guiding you through every stage or obstacle as it comes.
After your mortgage is complete, our service doesn’t end there.
We welcome you to our family!
You will continue to have complimentary access to your secure portal thereafter where you can store all of your important documents digitally (we don’t have access to them unless you want us to) and you’ll get reminders before your current deals/policies come to an end where you can review them and keep maximising your money, you can even keep an eye on the current value of your property.
We’ve got your back
Qualified, accredited and regulated
We are all qualified, accredited and regulated advisers governed by the Financial Conduct Authority (FCA) providing quality financial advice with a true understanding of the barriers and issues faced by Forces Families (either current or ex-serving) in an easy to understand way.
We are an approved member of the SIIAP (Services Investment and Insurances Advisory Panel) and specialists in Forces Help to Buy, Buy to Let, BFPO Addresses conducting regular housing briefs in garrison locations throughout the UK.
Strong military connections
All our advisers have a strong military connection so we are in the best place to understand the effects draftings and postings have on all aspects of your finances and also the minefield of information that is available, but in a lot of cases not! It is a common misconception that you need to have everything as a specialist military product, which can often be expensive, what you need is just specialist advice.
The feedback we get from our clients is that we are knowledgeable and professional, but most of all friendly and approachable, which is what we set out to achieve.
Our friendly team
Nadine Monks
Director, mortgage and insurance adviser
Nadine has 3 children and is based in Kent. Her husband has recently become a veteran after 25 years service. She has extensive experience with mortgage broking and has been in financial services for over 25 years. After many years of moving around with her husband on postings, she wanted to put this professional knowledge and her understanding of the military lifestyle to good use and help others. This is the foundation of the company’s aim.
Lisa Welsh
Office Manager
Lisa lives with her husband who serves and has 2 adult sons and one grandson. She has over 30 years experience working in financial services for a leading UK bank, initially as a Senior Mortgage Underwriter and then UK Financial Ombudsman Complaints Manager.
She brings with her a wealth of experience and excellent customer relation skills.
Nadine Monks
Director, mortgage and insurance adviser
Nadine has 3 children and is based in Kent. Her husband has recently become a veteran after 25 years service. She has extensive experience with mortgage broking and has been in financial services for over 25 years. After many years of moving around with her husband on postings, she wanted to put this professional knowledge and her understanding of the military lifestyle to good use and help others. This is the foundation of the company’s aim.
Lisa Welsh
Office Manager
Lisa lives with her husband who serves and has 2 adult sons and one grandson. She has over 30 years experience working in financial services for a leading UK bank, initially as a Senior Mortgage Underwriter and then UK Financial Ombudsman Complaints Manager.
She brings with her a wealth of experience and excellent customer relation skills.