about us

We're different in the happiest way

What happens when you take a guy who promised he’d never work in finance, then make him a mortgage broker?

A happy mistake.

Our Mission

To open more doors for you. We do it by giving you a seamless process that breaks down the barriers to you achieving your goal.

Our Values

Well, we only have one: do the right thing

It covers everything we care about. The right thing by you is the right thing by us. 

Jack Bale is the Director of 

The Happy Advisory. 

 

A graduate in International Business and Marketing; Jack’s career took him from aviation into finance. 

 

 

It was here he saw a great chance to do things better. 

 

 

So that’s just what he did. The Happy Advisory wants to rid the finance journey of clunky processes, incomprehensible language and stress levels that take the fun out of the home process.

Jack Bale, Director