Estate Agents in Financial Services

At CJ Hole Financial Services, we are a dedicated team of financial experts committed to helping individuals, families, and businesses achieve their financial goals. With extensive experience in mortgage advice, financial planning, and protection services, we provide tailored solutions that simplify complex financial decisions.

Our team specialises in guiding clients through the mortgage process, whether they are first-time buyers, home movers, property investors, or looking to remortgage. We work with a wide network of lenders to secure the best possible rates and terms, ensuring our clients make informed and confident decisions.

Beyond mortgages, we offer a comprehensive range of financial services, including life insurance, income protection, and critical illness cover. We believe that financial security extends beyond homeownership, and we are committed to providing holistic advice that safeguards our clients’ futures.

Our approach is built on professionalism, transparency, and trust. We take the time to understand our clients’ needs, provide expert guidance, and deliver personalized financial solutions. Whether you’re planning for a new home, securing your financial future, or looking for investment opportunities, our team is here to support you every step of the way.

Get in touch with our expert team today to explore your financial options!

CJ Hole Financial Services Ltd
Registered Office: 108 Henleaze Road, Henleaze, Bristol, BS9 4JZ
Registered in England & Wales No: 16102317
CJ Hole Financial Services Ltd is an Appointed Representative of PRIMIS Mortgage Network, a trading name of First Complete Ltd. First Complete Ltd is authorised and regulated by the Financial Conduct Authority.

Meet the Financial Services Team

Marc Lewton

Principal Financial Services Director & Consultant

Barry Williams

Financial Adviser

Amy Smith

Group Operations & Financial Services Director

Eva Lacey

Sales & Financial Services Director