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About Levy Financial

Established mortgage & property specialist since 2011 | Re-established in 2020 as Levy Financial. Yonatan Levy can help you achieve the best and most suitable solution to meet your mortgage needs. With a BA Hons in Business & Management, Yonatan started his financial services experience as a banking cashier and swiftly worked his way up as a customer advisor, helping clientele with all sorts of banking solutions such as new account opening, insurances and lending. His career in mortgages developed after obtaining the CeMAP & DipFA qualifications for Financial Advisors, landing him a role as a Mortgage Consultant for a leading broker & estate agency network. A promotion to Senior Executive status together with the support of his team and satisfaction of his clients gave Yonatan the confidence and experience to set up a successful financial advisory. And so the business plan and dream of Levy Financial Limited came to life! Yonatan prides himself on the service that he offers, ensuring his clients benefit from all of his mortgage, banking & estate agency expertise throughout the mortgage journey. Levy Financial Ltd introduces to LM10 Ltd who are an appointed representative of Lakeside Wealth Management Ltd. Lakeside Wealth Management Ltd are authorised and regulated by the Financial Conduct Authority (458204). Levy Financial Ltd does not offer investment advice, however, we can introduce you to trusted Independent Financial Advisers if you ask us to

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