COMPANY DIRECTOR MORTGAGES

Mortgage Advice Designed For Company Directors

If you’re a company director, your income may be more complex than a standard salary. Whether you receive salary, dividends or retain profits within your business, we’ll help you find lenders who understand your circumstances and recommend a mortgage tailored to your needs.

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

OUR MORTGAGE JOURNEY

Helping Company Directors Secure The Right Mortgage

We'll take the time to understand how your business operates and explain your options clearly, helping you secure a mortgage that's right for both your personal and business circumstances.

01

Understand your income structure

We'll discuss how you're paid, including salary, dividends and retained profits where appropriate.

02

Research suitable lenders

We'll identify lenders whose criteria are better suited to company directors and business owners.

03

Recommend the right solution

We'll explain our recommendation clearly and guide you through every stage of the application.

04

Support through to completion

We'll liaise with your lender, accountant and solicitor where required to help keep everything progressing smoothly.

WHY IT’S DIFFERENT

Company Director Income Is Not Always Straightforward

Your business may be profitable, but that does not mean every lender will assess your income in the same way. Some lenders focus mainly on salary and dividends, while others may take a wider view of your company accounts.

That is why getting the right mortgage advice early can make such a difference. We help you understand how your income may be viewed and which lenders may be more suitable for your circumstances.

Lender assessment can vary

What May Matter To A Mortgage Lender?

01

Salary & Dividends

Many lenders use your personal income drawn from the company when assessing affordability.

02

Retained Profits

Some lenders may consider profits left in the business where the criteria allows.

03

Company Accounts

Accounts, trading history and company performance may influence how the case is assessed.

04

Shareholding & Control

Your ownership percentage and role within the business can affect how lenders classify your income.

DIRECTOR INCOME

How Lenders May Assess Director Income

There is no single way every lender assesses company director income. The right route can depend on how you are paid, your company accounts, trading history and the lender’s own criteria.

Limited Company DirectorYour income structure
01

Salary

Often considered as part of your personal income.

02

Dividends

Commonly used by directors who extract profits from the company.

03

Retained Profits

Some lenders may consider profits left in the business, where criteria allows.

Company AccountsTrading history • Profitability • Sustainability • Shareholding

Every lender is different

That is why choosing the right lender and preparing the application properly can make a real difference.

Important To Know

Some lenders focus mainly on salary and dividends. Others may take a wider view of company performance. Requirements vary between lenders and every application is assessed individually.

Not Sure How You’ll Be Assessed?

That is exactly what we help with. We can review your circumstances and explain which routes may be worth exploring before you apply.

DOCUMENT CHECKLIST

What Documents May Be Needed?

Company director mortgage applications can need different evidence depending on how your income is structured and the lender’s criteria.

We’ll help you understand what is likely to be needed before you apply, so your application can be prepared clearly and avoid unnecessary delays.

We’ll Keep It Clear

  • We’ll explain exactly what is needed.
  • We’ll help prepare everything before submission.
  • Requirements vary between lenders and circumstances.
Female company director reviewing company accounts with an accountant before applying for a mortgage.
01

Proof of Identity

Passport or driving licence.

02

Proof of Address

Utility bill or bank statement where required.

03

Income Evidence

Salary, dividends and supporting income documents where applicable.

04

Company Information

Company accounts, tax calculations or other business information depending on lender requirements.

05

Bank Statements

Personal and, where relevant, business statements.

Don’t worry — we’ll tell you exactly what you’ll need before your application begins.
Business owner meeting with a mortgage adviser to discuss mortgage options.

WHY CHOOSE CONRAD FINANCIAL SERVICES

Why Business Owners Trust Conrad Financial Services

We understand that company directors and business owners often have more complex financial circumstances than employed applicants. Our role is to make the mortgage process as straightforward and stress-free as possible.

We Understand Business Owners

Company directors are often paid differently to employed applicants. We understand those differences and help explain your options clearly so you can make informed decisions.

01

Tailored Lender Research

Different lenders have different criteria. We help identify those that may be suitable for your circumstances.

02

Proactive Preparation

We’ll explain what information may be needed before your application is submitted.

03

Clear Communication

Straightforward advice with regular updates throughout the process.

04

Support Through To Completion

From your first enquiry until completion, we’re with you every step of the way.

Trusted advice. Personal service. Clear communication.

CLIENT FEEDBACK

★★★★★

Straightforward Advice For A More Complex Income

“As a company director, I was concerned that my income would make getting a mortgage more difficult because I take a combination of salary and dividends. Conrad Financial Services took the time to understand how my business operated, explained everything clearly and guided me through the whole process. Communication was excellent throughout, and I always knew what was happening next. I would happily recommend Conrad Financial Services to any company director looking for professional mortgage advice.”

Company Director Client
Bournemouth, Dorset.

COMPANY DIRECTOR QUESTIONS

Answers To The Company Director Mortgage Questions We’re Asked Most Often

Every company director’s circumstances are different. Below are answers to some of the questions we’re most commonly asked about company director mortgages. If you need tailored advice, we’re always happy to help.

Ask Us About Director Mortgages

If your income includes salary, dividends, retained profits or a more complex company structure, we can help explain how different lenders may view your circumstances.

Need clarity?

Need Help With Your Mortgage?

Not sure which mortgage option is right for you? Book an initial conversation and we’ll help you understand the next steps.

Can company directors get a mortgage?
Yes. Many lenders offer mortgages for company directors. However, how income is assessed can vary depending on the lender’s criteria and your individual circumstances.
Can retained profits be used when applying for a mortgage?
Some lenders may consider retained profits alongside other financial information where their lending criteria allow. We’ll help explain which options may be available based on your circumstances.
How many years of company accounts do I need?
Requirements vary between lenders. Some may consider applicants with one year’s accounts, while others may require a longer trading history.
Will lenders only look at my salary?
Not necessarily. Many company directors receive income through a combination of salary and dividends, and some lenders may assess income differently depending on their criteria.
Can I get a mortgage if my income changes each year?
Variable income is common for company directors. Some lenders may take a flexible approach depending on your trading history, affordability and overall financial position.
What documents will I need?
The documents required depend on your circumstances and the lender’s requirements. We’ll explain exactly what is likely to be needed before your application starts.
Can I remortgage as a company director?
Yes. Whether you’re looking to secure a new rate, raise additional funds or review your current mortgage, we can help you explore your options.
Do you only help company directors in Dorset?
No. Although we’re based in Dorset, we provide mortgage and protection advice to company directors and business owners across the UK.

LET'S START THE CONVERSATION

Ready To Discuss Your Mortgage?

Whether you’re buying your first home, moving house, remortgaging or looking for specialist mortgage advice, send us a few details and we’ll get back to you.

  • Comprehensive lender panel mortgage advice
  • Telephone, video and face-to-face appointments
  • Dorset based, supporting clients across the UK
  • Usually respond within one working day

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