Threshold has been offering professional financial and mortgage advice since 2004 and during this time has become established as one of the country’s leading new build specialist. Threshold are recommended by some of the leading UK House builders and Housing Associations to provide expert advice to their clients.

Additionally our team also offers high quality holistic financial advice to private clients, businesses and trustees on a range of areas but predominantly pensions, accessing retirement benefits, investments and IHT mitigation strategies. We are part of Openwork, one of the largest financial advice networks in the UK.


Threshold, an award winning company relocated their Head office in Southampton during 2017 to accommodate continued growth and have regional offices in Dartford and Exeter to meet demand.

YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.

Threshold Mortgage Advice is a trading style of Threshold Financial Services Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 12/09/2025

Threshold Financial Services Ltd

Matt Halder

This department specializes in providing mortgage and protection advice to clients seeking financing solutions.

Mortgage Services

This department focuses on specialized gastrointestinal care and management.

Threshold Financial Services Ltd

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Teams

Mortgage Services

Gastrointestinal Services

Offices

Threshold Financial Services Ltd

Org chart

Teams

Mortgage Services

Gastrointestinal Services

Offices

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