About Us
We’re Dan and Rosie, and we understand that modern family life isn’t always straightforward.
Having personally experienced separation, rebuilding and blended family life, we know how emotional and practical the mortgage journey can feel.
Rosie brings a background in mental health, adding compassion and understanding to the way we support clients. Dan brings 20 years’ experience in financial services and mortgage advice.
Together, we offer clear guidance with a human touch - helping you feel heard, supported and confident about your next step.
Who We Help
Remortgages
Review your current deal, reduce your payments, or raise extra funds with clear, family-focused advice.
Home movers
Support with selling, buying and moving home, making sure your mortgage fits your next chapter.
First time buyers
Step-by-step guidance from your first chat through to getting your keys, with everything explained in plain English.
Buy to let
Straightforward advice for first-time and experienced landlords, including family support and future planning.
Capital raising
Expert guidance on raising additional funds from your property for things like renovations, family plans or holidays.
Self-employed
Specialist mortgage advice tailored to the way you work, including complex income and multiple income streams.
Housing options during separation and divorce
Clearpath is here to guide you through property decisions during life's most sensitive shifts. Having walked the path of divorce ourselves, we truly understand the pressure you are feeling. We offer the kind, professional support you need to find your footing and step into your new beginning with confidence.
Clarity on your options: We break down the complicated jargon to give you a clear view of your path ahead.
Mortgage capacity reports: Professional assessments ready for solicitors and court proceedings.
Solicitor coordination: We offer dedicated support in coordinating with your legal team to ensure a smooth process.
The Clearpath Process
01
NO obligation Consultation
A relaxed, no-obligation chat about your situation, goals and next steps.
02
Fact Find
We review your income, commitments, family plans and protection needs.
03
Advice and Application
We recommend suitable options and handle the paperwork with lenders and insurers.
04
Progress to Completion
We keep everything moving and update you until your mortgage and protection are in place.
What people say about Clearpath
★★★★★
"Clearpath was very helpful and informative, made our path to getting a mortgage easy, straightforward and stress free, would absolutely recommend."
Taylor, Worcester
05/2026
★★★★★
"Rosie and Dan kept me well informed throughout the whole process and were quick to answer any of my questions. I wasn’t sure where to start but they made everything really straightforward. Very pleased with the service and life/critical illness cover found for me, thank you so much!"
Hannah, Macclesfield
04/2026
★★★★★
"Very helpful and informative, has kept us updated the whole way through on both this mortgage and our previous one. Will use again in the future."
Katy, Oxfordshire
05/2026
