IT’S ALL ABOUT YOU.
The cornerstone of our business is our relationship with you. We believe that informed decisions lead to better financial outcomes, and we’re here to provide the expert insight and supportive guidance you need with our collaborative manner.
Working with private clients across the country, the majority of our meetings are conducted online, which enhances both flexibility and efficiency. We offer a client portal allowing you to see real-time updates and pride ourselves on our proactive and meticulous approach.
the process
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initial consultation
We offer a complimentary consulation for all clients to get to understand your circumstances and objectives, and so you can get to know us.
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information gathering
There’s the inevitable gathering of information and documentation from you, but rest assured we make this stage as straightforward as possible!
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recommendation meeting
Following an in depth discussion about your needs and priorities, we will make our recommendation of the products we feel are best suited.
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application to completion
Once your application has been submitted we are there throughout the journey to completion to ensure everything goes smoothly and swiftly.
“Outstanding service. I am delighted with the outcome. Couldn't recommend highly enough.”
— C&S Perry
FAQs
How can I prepare best for getting a mortgage?
The most important step is to get all your documents in order. Please refer to your Document Checklist - you can either email us over copies of the documents or upload them to our portal; just ask and we will send you your login details if you would like to use this option.
IS THERE A FEE FOR USING YOUR SERVICE?
A broker fee is payable once we submit your full mortgage application. Please see your Client Agreement for further details. All fees are confirmed and agreed before we proceed with any advice.
WHICH LENDERS DO YOU WORK WITH?
We are fully independent which means we are not tied to any particular lenders, so can look across the whole market to ensure the products that we recommend are the best ones for your and your individual circumstances.
WHAT’S THE BEST MORTGAGE FOR ME?
There is no one best mortgage for everyone. What’s right for your friend or neighbour might not be right for you. That’s why we take time to understand your financial situation, current circumstances and your future aspirations so we can recommend the mortgage that is the best one for you.