Welcome To Purpose28

Protect. Acquire. Build.

At Purpose28, financial advice starts with purpose.

We help individuals and families make confident decisions around mortgages, protection and long-term planning — with clarity, structure and integrity at the centre of everything we do.

Whether you are buying your first home, restructuring borrowing, or putting the right protection in place for your family, our advice is strategic, straightforward and designed to support lasting stability.

Based in the North East of England and operating UK wide, we combine professional expertise with disciplined, values-led guidance — so you can build your future with purposeful intention.

★★★★★

Purpose28 made the whole process stress-free. Clear advice and a brilliant mortgage deal.

First-time buyerREVIEW
★★★★★

Outstanding support throughout. Transparent, honest and incredibly helpful at every step.

Remortgage clientREVIEW
★★★★★

We felt fully supported. Everything was explained clearly and the outcome was spot on.

Family mortgageREVIEW
★★★★★

They sorted our protection properly and made sure we had the right cover in place.

Insurance clientREVIEW
★★★★★

Professional, knowledgeable and genuinely caring. We wouldn’t go anywhere else.

Long-term clientREVIEW
★★★★★

Self-employed and they made it straightforward from start to finish. Highly recommended.

Self-employed mortgageREVIEW
★★★★★

Purpose28 made the whole process stress-free. Clear advice and a brilliant mortgage deal.

First-time buyerREVIEW
★★★★★

Outstanding support throughout. Transparent, honest and incredibly helpful at every step.

Remortgage clientREVIEW
★★★★★

We felt fully supported. Everything was explained clearly and the outcome was spot on.

Family mortgageREVIEW
★★★★★

They sorted our protection properly and made sure we had the right cover in place.

Insurance clientREVIEW
★★★★★

Professional, knowledgeable and genuinely caring. We wouldn’t go anywhere else.

Long-term clientREVIEW
★★★★★

Self-employed and they made it straightforward from start to finish. Highly recommended.

Self-employed mortgageREVIEW
Helping You Make Confident Decisions

Our Financial Services

Mortgages

Mortgage Advice Tailored to You

Great financial solutions for first-time buyers, home movers, remortgages and buy to let property investors.

Insurances & Protection

Protect What Matters Most

Life cover, critical illness, income protection and family protection — personalised to your needs.

Referral to third parties for additional services

  • Pensions & Investments

  • Estate Planning & Wills

  • Business Finance

  • Property Portfolio Advice

  • Comprehensive Financial Reviews

★★★★★
 
 

If you are experiencing financial difficulty and struggling to make repayments, then you can contact your lender who may be able to help taking account of your individual circumstances. You may want to contact one of the free impartial money guidance and debt advice services such as Step Change, Citizens Advice, or Turn2Us.

Your Trusted Financial Partner

Why Choose Purpose28?

• Comprehensive range of lenders – Great solutions according to the needs to find the right mortgage and protection solutions for you.
• Personalised advice – every recommendation is built around your goals and circumstances.
• Trusted expertise – led by Steven Bates, recognised as one of the UK’s number one financial adviser.
• Ongoing support – we don’t just arrange your mortgage or policy; we stay with you every step of the way.

Let’s start the conversation

Whether you’re moving home, remortgaging, or simply reviewing your financial position, we’ll help you make the smart move.

Get Started Now

Contact Us

Let's Talk

Every financial journey starts with a conversation.

Whether you’re exploring mortgage options, reviewing your protection needs, or seeking long-term planning support, we’re here to guide you with clarity and confidence.

Our advisers take the time to understand what matters most, helping you stand tall in every decision you make.

Professional advice. Friendly service. Real support.

Email Us


Trading Address: The Racquets Court, 3 College Road, Newcastle upon Tyne, NE1 8JG.

 

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    Send us your enquiry and one of our advisers will get back to you.