Step By Step

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Mortgage Enquiry

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To enquire about any of our financial products.

Office Address

9 Sheaf Lane,
Sheldon,
Birmingham,
B26 3EJ

Tel: 0121 742 5687
Fax: 0121 742 7256

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The Step by Step approach to financial services

As our name suggests, Step by Step can help you with every aspect of your finances

We have over 30 years experience as financial advisers in the Solihull area across the West Midlands. We listen to your requirements and provide clear, jargon-free, sensible financial options.

Why not pop into the Step by Step offices in Sheldon for a no-obligation chat? Any initial consultation/meeting is FREE. Our financial advice is independent and impartial; our primary interest is to provide you with the knowledge and advice to help you make the best financial decisions.

The Step by Step approach to mortgages and insurance

	Buying a residential property – we are expert mortgage advisors, providing a comprehensive ‘whole of market’ choice of mortgages . This allows us to find potentially the most suitable mortgage for you at a competitive rate.
	Re-mortgaging an existing property – when did you last look at the market to check if you are getting the best deal? Let us give you a no-obligation quote TODAY.
	Insuring a property and the ability to pay for it – We are brokers for all types of property insurance and mortgage protection.

	Other financial steps…
	Investments, Savings, Pensions – as with mortgages, we provide ‘whole of market’ choice for pension, savings and investment products, ensuring you are offered the most suitable financial products for you and your family’s needs.
	Life Policies: We can assess the potential need for you to place any Life Policies into an appropriate Trust.
	Inheritance Tax Planning (IHT): While the Nil Rate Band has been raised, it can still be surprisingly easy to fall into liability for IHT, payable at a rate of 40%! Step by Step can help you to plan carefully in order to minimise any liability.

Step by Step is a local, friendly, independent company, yet one with access to ‘whole of market’ resources. Our aim is to be your financial advisor over the long-term. We know that you’ll only use us again if we provide good quality products and advice that you can trust.

Why not take the first step…Please give us a call on 0121 742 5687 to fix up an appointment to see us at our offices near Solihull, just off the A45 Coventry Road: 9 Sheaf Lane, Sheldon, Birmingham B26 3EJ

Our mortgage broker fee will depend on your circumstances but we estimate it will be around £195, payable on application/completion.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Step by Step Financial Services Ltd is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority. The FSA does not regulate commercial mortgages and some forms of Buy to Let mortgages and Inheritance Tax Planning. Commercial Mortgages are not arranged via Sesame.