Daniel Wallin – Specialist Mortgage Broker in Walton-On-Thames, Surrey

Daniel Wallin is a mortgage adviser at Castle View Finance Limited, providing clear and structured advice across a range of residential and investment property lending scenarios. His approach centres on transparency, suitability, and helping clients understand their options before making financial decisions.

He works with individuals, landlords, and property investors requiring support with residential mortgages, buy-to-let lending, HMOs, limited company mortgages, bridging finance, and general insurance. Each recommendation is based on a detailed understanding of the client’s financial position and current lender criteria.

Advice is provided in line with UK regulatory standards and tailored to meet individual needs and objectives.

Mortgage Advice Across the UK

Choosing the right mortgage broker involves working with someone who takes the time to assess your full circumstances. Daniel supports clients at different stages of their property journey, including first-time buyers, home movers, those refinancing existing mortgages, and investors expanding their portfolios.

All advice is based on affordability, credit profile, and lender requirements. Where suitable, options from a broad panel of lenders are considered to identify appropriate solutions.

How Advice Is Delivered

The mortgage process begins with a detailed fact find to ensure all recommendations are suitable and affordable.

This includes:

• Reviewing income, expenditure, and financial commitments
• Explaining mortgage products and repayment methods
• Outlining lender criteria and associated costs
• Managing the application process and liaising with relevant parties

Clients are encouraged to ask questions throughout, and clear, straightforward explanations are provided at each stage.

Areas of Expertise

Daniel Wallin provides advice in the following areas:

Residential Mortgages
Support for first-time buyers, home movers, and clients purchasing a new main residence.

Buy-to-Let and HMO Mortgages
Guidance for landlords purchasing, refinancing, or expanding property portfolios, including more complex HMO cases.

Limited Company Mortgages
Advice for clients investing through limited company structures, subject to lender criteria and individual circumstances.

Bridging Finance
Short-term funding solutions for clients requiring speed and flexibility in property transactions.

General Insurance
Advice on suitable insurance products to help protect property investments and financial commitments.

Supporting a Range of Client Circumstances

Daniel works with a wide range of clients, including:

• First-time buyers entering the housing market
• Landlords building or restructuring portfolios
• Self-employed applicants with variable income
• Clients with more complex lending requirements

Each case is assessed individually. Mortgage approval is subject to lender underwriting and cannot be guaranteed.

Location and Availability

Mortgage Broker Daniel in Walton-On-Thames works with clients across London and Surrey. Advice can also be delivered remotely where appropriate, allowing flexibility for clients with busy schedules.

•  Weybridge
•  Hersham
• Esher
• Cobham
• Byfleet
• Addlestone

Speak to Daniel Wallin

If you are looking for structured, transparent mortgage advice, Daniel Wallin provides guidance to help you understand your options and make informed decisions based on your financial goals.