Welcome to Primary Insurance and Finance Services.

A family-run business in Swindon that prides itself on a personal service.

Mortgages Financial Advice

About Us

Primary Insurance & Finance Services opened their doors to the public in April 1992. Our proposition is multi-tied and able to offer products from the whole of the mortgage market and from a select panel of protection, pension and investment providers.

We are a family run business that incorporates Primary Homes & Lettings and prides itself on a personal service; we believe customer care is our ‘Primary’ concern.

Click here for our commitment to you - our customer

Primary Insurance & Finance Services

Steve Graham, DipFA CEMAP

Business Principal Primary Insurance & Finance Services

Steve has been in the Financial Services business for over 30 years and is experienced in all aspects of it. He is a fully qualified Financial Advisor and specialises in pensions and investments.


Daniel Spurr

Mortgage Advisor Primary Insurance & Finance Services

Dan, as well as being highly qualified in the mortgage and protection market, has a wealth of experience in technology which allows him to swiftly research and supply information and quotations for a fast moving and changing industry. Available for home and office appointments.


Lisa Davies

Office Manager Primary Insurance & Finance Services

Personal Assistant to Business Principal. Lisa has been with Primary for over 15 years and is very experienced in all aspects of the business. She now works alongside Steve in Financial Services.


Primary Homes & Lettings

Our sister estate agency firm.

Please find out more by clicking on the website link below.

Please note:
If you click on the Primary Homes & Lettings website link, you will be departing from the regulatory site of Primary Insurance & Finance Services.
Neither Primary Insurance & Finance Services nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Primary Homes & Lettings is also not an appointed representative of Quilter Financial Services Limited or Quilter Mortgage Planning Limited.

Primary Homes & Lettings - Visit website