Everest Financial Advisors

Everest Financial Advisors - Mortgage Advice Worcester | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Everest Financial Advisors

At Everest Financial Advisors, located in the heart of Alcester, we specialise in navigating the intricacies of the mortgage landscape. Our focus spans a diverse range of sectors, including Bridging, Buy-to-Let, Commercial, Development, Portfolio, and Residential mortgages. This breadth of expertise allows us to provide nuanced insights and strategies tailored to the unique needs of each client, whether you're a first-time buyer or a seasoned investor. Our approach begins with an in-depth understanding of your financial goals. We prioritise listening to your aspirations and concerns, ensuring that the advice I offer aligns with your vision. I believe that a well-informed client is empowered to make the best decisions, which is why I take time to explain the intricacies of each option available. For Bridging finance, I guide you through short-term solutions ideal for quick purchases or renovations, allowing you to seize opportunities as they arise. If you're looking at Buy-to-Let investments, I delve into the current market trends, helping you identify properties that promise solid returns. My experience in Commercial mortgages equips me to assist businesses in securing the necessary funding for expansion or acquisition, ensuring your enterprise thrives. Development finance is another area where I provide in-depth support. I understand the complexities involved in funding construction projects, and I work closely with developers to facilitate smooth transactions. My expertise in Portfolio mortgages enables me to advise investors on managing multiple properties effectively, optimising their financial performance while minimising risk. In the Residential sector, I appreciate that securing a mortgage can be daunting. I demystify the process, walking you through each step—from initial application to completion.

Specialisations

BridgingBuy-to-LetCommercialDevelopmentPortfolio

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(68 reviews)

Georgio Theo

25 Feb 2026

I can’t recommend Everest Financial Advisors enough. Theo has been incredibly helpful every step of the way and secured me the best possible rate for my first home mortgage. As a first-time buyer, the whole process felt overwhelming at times, but Theo made everything straightforward and stress-free. He was always quick to respond, explained everything clearly, and went above and beyond to make sure everything was handled properly

Sathpal

2 Jan 2026

Joel and Amit have been amazing in helping me get a mortgage for my first home. I couldn’t have done it without them and they have led me step by step through the whole process. I cant recommend them enough as they did all they could to ensure everything was explained and the process was as smooth as possible. Thanks again for your time, support and for going out of your way to advise us on anything we needed!

Matt Carter

2 Dec 2025

Joel & Amit helped to walk us through the process of buying our first house. We mostly spoke with Joel throughout our process but they were both stellar and deserve the recognition. Fantastic service, worth every penny. They helped us with every step of the process, getting the best deals, even checking in with reminders of what to do just before moving day. We'll be back to them in a heartbeat when we next move.

Anonymous

7 Nov 2025

Theo has helped myself recently to get a mortgage. He is highly professional, super efficient and helpful. I had to meet a deadline and was very anxious as I needed progress quickly. Honestly, I am so glad he was recommended to myself by a friend. I would not hesitate to use him again, for sure. He has taken a huge stress off me, enabling myself to progress with the house purchase. Highly recommended.

Henal Tailor

2 Nov 2025

Joel and Theo have been absolutely amazing financial advisers. We used them for our first mortgage and they made the process super easy and stress free for us, through their great communication. They took the time to explain everything to us, and were very patient through our many many questions as first time buyers. We couldn’t have asked for better advisers.