CONTACT CONRAD FINANCIAL SERVICES

Let’s Start a Conversation

Whether you’re buying your first home, moving, remortgaging, reviewing your protection or simply have a question, we’re here to help. Arrange a conversation at a time that suits you.

Based in Dorset, providing mortgage and protection advice to clients across the UK by telephone, video and face-to-face appointments.

Based in Dorset
Advising Clients UK-Wide
Telephone, Video & Face-to-Face

GETTING STARTED

Choose How You’d Like to Talk

Start with a straightforward conversation. We can arrange an appointment in the way that works best for you.

01

Tell Us What You Need

Let us know whether your enquiry is about a mortgage, protection or an existing arrangement.

02

Choose an Appointment

Book a suitable time for a telephone, video or face-to-face conversation.

03

Talk Things Through

We’ll listen to your circumstances and explain how we may be able to help.

04

Agree the Next Step

After the initial conversation, we’ll explain what happens next and any information we may need.

CONTACT INFORMATION

Everything You Need to Get in Touch

Whether you are arranging your first appointment, have a question about an existing mortgage or protection policy, or would simply like to understand how we may be able to help, you can contact us in the way that works best for you.

TELEPHONE

Call Us

Monday to Friday
8:00am–8:00pm

Saturday
10:00am–2:00pm

If we are unavailable, please leave a message and we will get back to you as soon as we can.

REGISTERED OFFICE

Based in Parkstone

77 Victoria Road
Parkstone
Poole
Dorset
BH12 3AA

This is our registered office. Face-to-face meetings are available by prior arrangement.

SEND AN ENQUIRY

Tell Us How We Can Help

Complete the form with a few details about your enquiry. Your information will be sent securely to Conrad Financial Services so we can review your enquiry and respond during normal business hours.

ENQUIRY

Send Your Details


Your information will be used to respond to your enquiry and manage your relationship with Conrad Financial Services. Please do not include passwords, bank details or other highly sensitive financial information in the message field. See our Privacy Policy for more information.

HOW WE CAN HELP

Find the Right Advice for Your Situation

Whether you're buying your first home, moving, remortgaging, investing in property or reviewing your financial protection, explore our dedicated advice pages below before getting in touch.

NOT SURE WHERE TO START?

You do not need to choose a service before contacting us. Tell us a little about your circumstances and we can help identify the most relevant next step.

BASED IN DORSET

Supporting clients locally and across the UK.

AREAS WE COVER

Supporting Clients Across Dorset and Throughout the UK

Conrad Financial Services is based in Dorset and provides mortgage and protection advice to clients locally and throughout the UK. Appointments can be arranged by telephone, video or face to face, depending on your location and circumstances. You can also explore our Areas We Cover to find information relevant to your location.

Telephone Appointments

A convenient way to discuss your plans from wherever you are in the UK.

Video Appointments

Meet remotely while still having a clear, personal conversation about your needs.

Face-to-Face by Arrangement

In-person meetings may be available by prior arrangement where appropriate.

LOCAL KNOWLEDGE, WIDER REACH

Our Dorset base allows us to support clients across the local area, while telephone and video appointments make advice accessible throughout the UK. You can also explore the locations we regularly support.

CONTACT US FAQs

Frequently Asked Questions About Contacting Conrad Financial Services

Getting in touch is often the first step towards making informed financial decisions. Whether you’re looking for mortgage advice, reviewing your protection arrangements or simply want to understand your options, we’re here to help. Below are answers to some of the questions we’re most commonly asked before an initial conversation. If you can’t find what you’re looking for, please don’t hesitate to get in touch.

Need clarity?

Need Some Help?

Book an initial conversation and we’ll help you understand your options and the next steps based on your circumstances.

Do I have to pay for an initial conversation?
No. Your initial conversation is an opportunity for us to understand your circumstances, discuss your goals and explain how we may be able to help. There’s no obligation to proceed, and we’ll explain any fees that may apply before any work is carried out.
Can appointments take place over the phone or by video?
Yes. We offer appointments by telephone, secure video call or face-to-face by prior arrangement, giving you the flexibility to choose the option that best suits your schedule and location.
Do you only advise clients in Dorset?
No. While we’re based in Dorset and work with many local clients, we also provide mortgage and protection advice to clients throughout England and Wales using telephone and video appointments.
What should I have ready before my first appointment?
If possible, it can be helpful to have a general idea of your income, outgoings, existing mortgage (if applicable) and any questions you’d like to ask. Don’t worry if you don’t have everything to hand—we’ll guide you through the process and let you know if any additional information is needed.
Can you help if I've already found a property?
Yes. Whether you’ve already had an offer accepted or you’re just beginning your search, we can discuss the mortgage options that may be available and support you through the application process.
Can you review my existing insurance or protection arrangements?
Yes. If you already have life insurance, critical illness cover, income protection or other protection policies, we can review your existing arrangements and discuss whether they continue to meet your current needs and circumstances.
How long does the mortgage process usually take?
Timescales vary depending on your circumstances, the lender and the type of application. During your initial conversation we’ll explain what to expect and keep you informed throughout the process.
How do I book an appointment?
Booking an appointment is simple. You can use our online booking system, give us a call or complete our enquiry form. We’ll then arrange a convenient time to discuss your mortgage or protection needs.

READY TO TAKE THE NEXT STEP?

Let’s Talk About Your Mortgage & Protection Plans.

Whether you’re buying your first home, moving house, remortgaging, self-employed, a company director or looking to protect your family, we’re here to help you make confident decisions.

Comprehensive Lender Panel

Dorset Based, UK-Wide Advice

hello@conradfs.co.uk