Equitas Financial (UK) Ltd

Great service super efficient, will definitely use again, James was always available nothing was too much trouble.

In March myself & my Daughter Ellie met James from Equitas. We had a Fantastic experience. James really listened to what we were looking for, he gathered as much background information as he could, then took the time to hear what we wanted for the Future. James is Extremely Knowledgeable , Genuine & Very Generous. He made sure to explain every avenue available to us , nothing was too much. All Questions were answered & with that extra ease of knowing that James is just a really good guy. Thank you James my lovely , we will forever appreciate you 🫶.

As first time buyers, getting a mortgage and buying a house seemed so complicated and daunting, but James made every step easy. He took time to explain everything clearly, gave honest advice and always kept our needs and wishes at the centre. We would absolutely recommend to anyone looking for trustworthy and reliable advice.

James at Equitas Financial is exceptional! From mortgage advice to life insurance, he’s calm, knowledgeable, and incredibly reassuring. He explains everything clearly, making decisions easy and stress-free. I truly feel safe and confident having him as my trusted financial contact moving forward. Highly recommend Equitas Financial and especially James!

In August 2023, my wife and I received a Section 21 notice while she was pregnant, forcing us to vacate our home and attempt to fast-track a mortgage application. During that process, we discovered that a CCJ had been erroneously placed on both of our credit files, which made an already stressful situation even more difficult. With household and business costs rising rapidly, I approached James in need of clear guidance and an actionable plan. I was at a point where I needed direction, not guesswork. After working through a strategy together, James encouraged me to invest in myself by investing in my company — an SME within the construction industry. This felt counter-intuitive at the time, especially given our circumstances, but James was clear and confident in his reasoning. I committed the vast majority of our available deposit into the business, focusing on branding, positioning, and structure. Looking back, I can honestly say it has paid dividends. With the new brand identity in place and the company operating at a higher level, within the first quarter of 2026 we secured project bookings worth more than three times the size of my initial investment, exactly as James described it: an investment in myself. This is an approach I would never have considered on my own, and at the time it felt like a significant risk. However, James’s insight, clarity, and confidence helped me see the bigger picture, and the results speak for themselves.

I had an outstanding experience working James Mattheson. From start to finish, he made the entire process smooth, stress-free, and easy to understand. He took the time to explain every option clearly, were always available to answer my questions, and consistently went the extra mile to find the best deal for my situation. His professionalism, knowledge, and genuine care made all the difference. I couldn’t be happier with the outcome and highly recommend him to anyone needing mortgage advice! Thank you again James.

James was fantastic from start to finish! He made the whole mortgage process simple and stress-free, always keeping me informed and finding the best deal for my needs. I couldn’t recommend him highly enough!