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Self-employed mortgages

Self-employed mortgage advice

Sole trader, limited company director, contractor, freelancer or LLP partner. We work the case on the income lenders actually use, not a stripped-down PAYE figure.

Self-employed mortgages are not harder to place, they are placed differently. Lender choice does the heavy lifting. The same person can borrow 30 to 50 percent more or less depending on which lender is approached first, because each lender uses a different method to read self-employed income. We work with sole traders, limited company directors, contractors, freelancers, and LLP partners across the full set of structures, and we pick the lender method that maximises your borrowing on your numbers.

The self-employed routes we cover

Pick the closest match to how you trade. The mortgage answer changes depending on the structure and the lender method that fits your numbers.

Sole trader mortgages

You file a self-assessment, you draw what the business earns. SA302 net profit drives borrowing.

See sole trader

Limited company director

Salary plus dividend, or salary plus retained profit. The right lender method can make a material difference to the borrowing figure.

See director

Contractor mortgages

Day rate annualised, on the right contractor lender. Treats the contract value as gross income.

See contractor

IT contractor mortgages

Software, infrastructure, security and PM contractors. The deepest part of the contractor lender pool.

See IT contractor

Freelancer mortgages

Designer, writer, consultant or developer. Sole trader or limited company, lender chosen on trend.

See freelancer

One year of accounts

A specialist tier will look at one full SA302 or one set of company accounts. Slightly higher rates, real cases.

See one year

Two years of accounts

The mainstream self-employed tier. Most suitable rates, broadest lender pool, choice of method (average, lower, latest).

See two years

LLP partner mortgages

Lawyer, accountant, surveyor or consultant in a Limited Liability Partnership. Profit-share lender pool real, narrow, well-trodden.

See LLP partner

Documents needed

The practical evidence list, broken out by structure. SA302, accounts, contract, accountant reference.

See documents

How income is calculated

Two-year average, lower of two, latest year only. Salary plus dividend or salary plus retained profit. The technical breakdown.

See income method

Self-employed first-time buyer

Buying a first home as a self-employed applicant. FTB pool plus self-employed income method, normal SDLT relief.

See FTB self-employed

Director on PAYE

A director on payroll, not a director-shareholder. Lenders treat you as employed, with one or two technical notes.

See director PAYE
Self-employed tradesman making notes at the back of his work van

Your accounts, read properly

Self-employed does not mean second-class

Sole trader, director, contractor or freelancer, the right lender reads your income the generous way. We pick that lender before anyone runs a credit check.

Book a quick 15-minute call

Self-employed mortgage questions we hear a lot

Are mortgages really harder for self-employed applicants?

Not harder, placed differently. The right lender treats your real income properly rather than stripping it down to a small PAYE salary plus dividend. We work with the lenders that get this right.

How many years of accounts do I need?

Two years is the high-street standard. One year is placeable on a smaller specialist tier, often where you converted from employment in the same field. Three years opens the broadest part of the market and often the most suitable rates.

I am a limited company director. Will lenders use my dividend or my retained profit?

Both methods exist. High-street lenders typically use salary plus declared dividend (method one). A specialist tier uses salary plus share of company net profit (method two). Method two often produces materially more borrowing for directors who retain profit.

I am a contractor. Will lenders use my day rate or my dividend?

A specialist contractor lender pool uses the day rate annualised over a set number of working weeks. They treat the result as gross income, ignoring the small salary plus dividend you actually take. This usually produces materially more borrowing than a standard director assessment.

My profit dropped this year. Is the case dead?

Not necessarily. A small group of lenders use lower-of-two-years, which suits a falling profile. Others average. We pick a lender whose method takes the case in stride.

I am buying jointly with an employed partner. How does that work?

Lenders combine the two incomes. The employed side runs on payslip evidence, the self-employed side runs on SA302 or accounts evidence, and the borrowing figure is the sum. We package both for the underwriter cleanly.

Will my rate be higher than for an employed applicant?

Often the same, on a clean two-year-accounts case at a high-street lender. Specialist routes (one year of accounts, contractor day rate, method-two director) sometimes carry a small premium of 0.2 to 0.6 percentage points. We model the trade-off.

Reviews

What our clients say

Real reviews from clients across Romford and Essex, verified on Google.

Rated 5.0 out of 5 from 92 Google reviews Read the reviews on Google

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Paul Maysmith profile picture
Paul Maysmith
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Always a great experience. Thanks to Mark Potter, Chantel Smith on the mortgage side and Oliver Alan on the insurance. Can't recommend the team highly enough.
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Ramona Iuga profile picture
Ramona Iuga
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5 stars service,Mark and the team always offer a great service and support all the way,highly recommended.
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Fancy Window Cleaners
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Excellent service from Mark and the team as always.
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Kelly Sainty profile picture
Kelly Sainty
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The second time we’ve used major money matters and cannot fault anything! Both Mark and Chantel as helpful as ever
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Amy Phillips profile picture
Amy Phillips
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A huge thank you to Billy for all his support throughout my mortgage process. He was knowledgeable, approachable, and always happy to answer my questions, making everything easy to understand and much less stressful. His advice and guidance were invaluable, and I always felt confident I was in good hands. I really appreciate all his help and would highly recommend him to anyone looking for a fantastic mortgage advisor. Thank you, Billy!
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Robert Larkey profile picture
Robert Larkey
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Top quality service no fuss straightforward advice and actioned quickly once right product decided on
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Montell Chukwu profile picture
Montell Chukwu
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I was recommended major money matters through a friend and they haven’t been short of fantastic, Oliver Potter who handle my mortgage offered a perfect service, can’t recommend them enough!
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Billy Camden profile picture
Billy Camden
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The whole team at Major Money Matters are an absolute dream to work with. Their expertise, speed and friendly approach made what we thought was going to be an arduous process quick and simple. Mark, Oli and Lee were always just a phone call away if we had any questions and provided clear and easy to understand advice/guidance. We would recommend their services to anybody.

Talk to a real self-employed mortgage adviser

A quick 15-minute call tells you which lender method maximises your borrowing on your numbers, and what the realistic next step looks like. No pressure, no panel, no call centre.

We aim to return your call as quickly as we can. Mon to Fri 9am to 5pm. Weekend appointments available on request.

Call 01708 629 983
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