Our Services

Our Services
At Haupt & Co Ltd, we offer expert mortgage, remortgage, protection, and commercial finance solutions tailored to your unique needs. Whether you’re stepping onto the property ladder for the first time or managing a diverse portfolio of high-value assets, our independent advisers provide clear, dependable advice designed to support your long-term goals.
Based in Bristol and serving clients across the UK, our approach combines insight, transparency, and personal service to help you make confident financial decisions.
Explore our full range of services below to learn more about how we can help with your mortgage, protection, or commercial finance needs.
Our Mortgages

Independent mortgage advice to help you secure the right deal when buying your next home, from first-time purchases to high-value properties.

Expert remortgage guidance to help you save money, release equity, or switch to a better rate, handled smoothly from start to finish.

Tailored buy-to-let mortgage advice for landlords and property investors, including portfolio and limited company structures.


Flexible second charge finance options to release equity without changing your existing mortgage.
Specialist guidance for property investors using Special Purpose Vehicles (SPVs) to build and manage buy-to-let portfolios efficiently.
Our Clients

Personal, step-by-step advice to help you navigate your first home purchase with confidence.

Mortgage solutions designed for UK expats investing in or returning to the UK property market.

Dedicated support for overseas clients purchasing or refinancing property in the UK.

Expert mortgage advice for contractors, company directors, and business owners with complex income structures.

Independent guidance on equity release products to help you access funds in retirement, safely and responsibly.
Our Specialist Services

Short-term funding solutions to bridge gaps in property transactions or renovations that are fast, flexible, and efficient.

Flexible funding for vehicles, equipment, and business assets to support growth and cash flow.

Tailored commercial mortgage advice for businesses purchasing, refinancing, or expanding their premises.

Comprehensive business finance solutions from working capital to expansion and acquisition funding.

Structured finance for new builds, conversions, and property development projects of all sizes.

Safeguard your loved ones and your income with tailored life insurance, income protection, and critical illness cover giving you peace of mind that your family and finances are protected if the unexpected happens.





