Client Portal

What We Do...

Our initial consultation is free, and during that meeting, we’ll discuss your circumstances and mortgage requirements. From there, we’ll analyse the market and carry out detailed research, focusing on your individual needs and preferences. Whether you’re a first-time buyer looking to buy their dream home or a business owner hoping to purchase commercial premises, the entire process will be tailored to you.

We’ll then provide you with details of the mortgage products we recommend, which will take into account:

  • Whether you meet the lender’s qualifying criteria
  • The interest rate charged and other features of the mortgage product
  • Any additional fees charged by the lender
  • The lender’s ability to process your application within acceptable timescales
  • The lender’s customer service ethos & financial strength
Once you’re happy with the mortgage product we’ve recommended and feel ready to proceed, our focus is to support you through the entire mortgage application process. We’re never more than a phone call away, we will provide you with regular updates, and we’ll liaise with the estate agent, valuer, lender and solicitor – We’re with you right up until the day of completion.
It doesn’t end there. We also provide all our clients with a Lifelong Mortgage Service and offer reviews and ongoing support throughout the entire duration of the mortgage.

We have two mortgage services available, standard or Mortgage Plus.

Our standard service, which is free of charge, will see us handling your mortgage application. However, if you’d like us to be more involved, our Mortgage Plus service includes:

  • Fast-track mortgage application
  • Negotiating purchase price with vendor’s advisors
  • Liaising with estate agents, lenders and solicitors
Many of our clients prefer the Mortgage Plus service as they deal with one person throughout the transaction. In addition, because of our relationships with other professional advisers, the process is much faster. On many occasions, we’ve also been successful in negotiating a lower purchase price for our clients.

Our Mortgage Plus service is available for mortgages, re-mortgages and commercial mortgages, with prices starting from £299.

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

A lifetime mortgage is a loan secured on your property. To understand the features and risks of a lifetime mortgage, ask for a personalised illustration.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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