Threshold Financial Services Ltd

Threshold Financial Services Ltd

Financial Services Auckland Road, United Kingdom 38 employees
Employees
38

Threshold Financial Services Ltd Overview

Headquarters
Auckland Road, United Kingdom
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
38
Founded
2005
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Threshold Financial Services Ltd

Threshold has been offering professional financial and mortgage advice since 2004 and during this time has become established as one of the country’s leading new build specialist. Threshold are recommended by some of the leading UK House builders and Housing Associations to provide expert advice to their clients. Additionally our team also offers high quality holistic financial advice to private clients, businesses and trustees on a range of areas but predominantly pensions, accessing retirement benefits, investments and IHT mitigation strategies. We are part of Openwork, one of the largest financial advice networks in the UK. Threshold, an award winning company relocated their Head office in Southampton during 2017 to accommodate continued growth and have regional offices in Dartford and Exeter to meet demand. YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Threshold Mortgage Advice is a trading style of Threshold Financial Services Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by the Openwork Partnership on 05/06/2025

Threshold Financial Services Ltd Contact Details

People in AeroLeads
4

Threshold Financial Services Ltd Org Chart

Sample employees and titles
Name Title Contact
Iain Mcintosh Cemap Mortgage Adviser @ Threshold Financial Services - Expertise in Mortgage and Protection Advice
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Symon Jones Mortgage Consultant at Threshold (Southampton) Ltd
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Craig Dicks Cemap Mortgage and Protection Advisor at Threshold Financial Services Ltd
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Heather Halder Marketing Director at Threshold Financial Services Ltd
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Employees by Management Level

Individual contributor 14 profiles
Senior / Lead 3 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Executive 1 1 0

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