Financial Services
Independent Mortgage Broker & Protection Advice
We help people and businesses across the UK secure the right mortgage, protection, and commercial finance with clarity, confidence, and access to over 130 lenders.
Explore Our Financial Services
At Haupt & Co, we know that financial decisions shape lives and they deserve more than a one-size-fits-all approach.
We specialise in mortgages of all kinds, from straightforward residential applications to more complex cases, including portfolio growth and commercial lending. Whether you’re buying your first home, refinancing, expanding your investments, or funding a business venture, we’re here to help – breaking down what can feel overwhelming into decisions that feel clear, manageable, and genuinely achievable.
We’re based in Bristol and work with clients across the UK, offering advice that’s thoughtful, strategic, and refreshingly straightforward. We provide clear guidance, backed by access to over 130 lenders and a real focus on finding the right solution.
Explore our services below to see how we can help.
Our Mortgages
Purchase
We'll help you figure out what you can borrow, compare rates from over 130 lenders, and handle the application. Whether it's your first home or you're moving up, we'll walk you through it step by step.
Remortgage
Coming off a fixed rate? Need to release equity? We'll show you what's available, how much you could save, and handle the switch - no surprises, no hassle.
Buy to Let
Whether you're buying your first rental or building a portfolio, we'll find finance that works for your investment strategy. Single properties, HMOs, limited companies - we've arranged it all.
Second Charge
Need funds but don't want to remortgage? A second charge lets you borrow against your property's equity while keeping your existing rate. We'll explain if it makes sense for you.
Limited Co
Building a rental portfolio through a limited company? We'll help you structure the finance properly and connect you with lenders who understand SPVs and portfolio lending.
Our Specialist Services
Bridging Finance
Need to move fast on a property? Waiting for a sale to complete? Bridging finance gives you short-term funding to act quickly. We'll arrange it and explain exactly what it'll cost.
Commercial Property
Buying commercial property for your business? We'll help you secure finance that fits your cash flow and growth plans whether you're purchasing, refinancing, or expanding.
Development Finance
Planning a development? We'll help you structure the finance for new builds, conversions, or property projects and connect you with lenders who back development deals.
Asset Finance
Need to finance vehicles, equipment, or machinery? We'll arrange flexible funding that lets you spread the cost and keep cash flow healthy.
Business Finance
Whether you need working capital, expansion funding, or acquisition finance, we'll find solutions that support your business goals without unnecessary complexity.
Insurance
Protect what matters. We'll help you arrange life insurance, critical illness cover, and income protection through leading insurers so you're covered if something happens.
Our Clients
First Time Buyers
Buying your first home? We'll walk you through it. What you can afford, what lenders will offer, how the process works - all explained clearly, without the jargon.
Expats
Living abroad but want to buy in the UK? We work with specialist lenders who understand expat income and currency. We'll help you navigate the process from wherever you are.
Foreign Nationals
Buying or refinancing UK property from overseas? We'll connect you with lenders who work with foreign nationals regularly and guide you through the requirements.
Self-Employed
Self-employed, contractor, or company director? We'll help you present your income in the best light and find lenders who understand how your business works.
Equity Release
Considering releasing equity from your home in retirement? We'll explain how it works, what it'll cost long-term, and whether it's right for your situation.
Your Haupt & Co Journey
We’ll guide you through the finance process with clarity and as little stress as possible. Here’s how we’ll support you at every step.
What Our Clients Say
Hear from our valued clients about their journey with us.
Get Expert Guidance Today
Find our contact details, or speak with a member of the Haupt & Co team by booking a convenient time below and let us know how we can help.