About MacNab Financial Services

Protecting what matters most, from our family to yours.

Hello, and welcome

We're MacNab Financial Services, a family-run firm based in Verwood, Dorset. We started with a simple belief: arranging a mortgage or protecting your family shouldn't feel confusing, rushed or impersonal.

English village with a church spire, surrounded by trees and rolling hills
Adviser in glasses smiling at his desk with a laptop and a cup of coffee

Why we do things differently

I've worked in the corporate property and mortgage world since the late 1990s. Through all of it, one thing mattered most to me: clients should receive a genuinely personal service, not be treated as a number on a spreadsheet.

In 2018 I went through a critical illness, and it changed how I looked at my work. Stepping away from corporate pressures felt like the right move, and it gave me the freedom to do things properly. There are so many variables in good financial advice that you have to take the time to understand a person's circumstances, needs and worries before recommending anything. In the corporate world, time is often the barrier. Here, it isn't. We won't rush you, and that's how we make sure you get the right outcome every time.

Your home, and the people in it

Buying a home is probably the biggest financial decision most people ever make, and protecting the people who live in it is just as important. That's why we help with both.

Maybe you're saving for your first deposit. Maybe your current mortgage rate is about to change. Or maybe you've been wondering what would happen to your family if the unexpected happened. Whatever brings you here, we'll take the time to understand your situation before suggesting a thing.

Black front door of a red-brick period home, framed by potted shrubs
Smiling client talking with an adviser during a meeting

How we work

We're a smaller firm, and we like it that way. When you call, you'll speak to an adviser who knows your name and your circumstances, not a call centre.

We explain each step in plain English, compare options from a wide range of providers, and stay in touch from your first conversation through to completion and beyond.

Our clients tell us the difference is in the details: questions answered patiently, calls returned, and the feeling that nothing was ever too much to ask.

Local roots, wherever you are

Verwood is our home, but we support clients across the UK by telephone, video call, or in person where location allows. Wherever you are, you'll get the same personal service.

Rooftops and church spire of a local town in the countryside

Let's talk

Your first conversation is free, and without obligation.

Tell us where you are and where you want to be, and we'll help you find the way there.

Book a Free Consultation  ›

Talk to us about protecting your future.

Get expert advice and find the right solution for you and the people who depend on you.

Friendly, no-obligation advice

A free consultation to understand your needs.

We compare across the market

So you get the right product at the right price.

We’re here when you need us

Ongoing support, long after your first conversation.

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