About Forces Family Finance

What do we do?

We are a team of experienced and qualified financial advisers who are all part of Armed forces community. We combine our extensive experience within the financial sector with our inherent understanding of military life. Our services have been tailored and are dedicated to supporting our Armed forces, veterans and their families.

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
Nadine Monks
Director, mortgage and insurance adviser, will writer and estate planner
Nadine has 3 young children and is based in Kent. Her husband serves in the Army. She has extensive experience with mortgage broking and has been in financial services for over 15 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.
Anna Harrison
Anna Harrison
Mortgage and insurance adviser, will writer and estate planner
Anna is a mum of 2 young boys, whose husband serves in the Royal Navy. They spent 10 years unaccompanied before she joined life on the patch. Based in Hampshire for meeting’s in person, but happy to take your call regardless of location. She has a varied background in both financial services and pharmaceutical sales and is a very active member of her local military community. She is passionate about empowering spouses to take control of their financial futures.
Donna McLennon
Donna McLennon
Customer service adviser
Dot (as we prefer to call her) is a seasoned Army spouse, her husband has served for over 25 years! She has a teenage son and young daughter. Recently settled in Kent, she is hoping this is the last move ever. Dot has a wealth of experience in dealing with clients and administration along with her fitness background. She wanted a new challenge and joined the team in our mission to assist forces families in getting the help and information they need for some of military life’s big questions.
Clare Marx
Clare Marx
Online Content and Marketing Manager
Clare is a Army wife and mum to two young boys. She has been based all over the country and is soon heading back to her home county of Yorkshire. Clare has a degree in Information Management and History and in her spare time, if she isn't at the gym, then she is dragging her family around castles and other historical places.

GET IN TOUCH

Consultations available online, by phone or in person** at a time that suits you.

Call us now on 0330 3322 614 or submit your details below and we'll be in-touch.

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