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Preparing mortgage documents

How we work

This is what we regularly do for our clients:

- Hold face to face appointments.
- Provide guidance on credit profiles.
- Provide bespoke personal mortgage advice.
- Recommend from a panel of approx 70 lenders.
- We promise to recommend the right mortgage for you.
- Help you negotiate with estate agents.
- Submit offers for you to agents.
- Complete Help to Buy applications.
- Recommend solicitors at discounted rates.
- Submit your mortgage application asap.
- Analyse and advise on surveyor reports.
- Assist with specialist home reports.
- Help you complete your legal paperwork.
- Formally certify ID for you.
- Research & apply to a wide range of insurance companies.
- Provide personalised insurance advice.
- Submit your insurance applications online.
- Write your life insurance policies in trust.
- Be available 24/7 to our clients.

Your home may be repossessed if you do not keep up repayments on your mortgage

We normally charge a fee for mortgage advice, however, this will be dependent on your circumstances. Our typical fee is £495 payable on receipt of an offer of a mortgage. 

We are unable to provide you with advice on commercial mortgages. However, we can introduce you to an authorised and regulated Financial Adviser who can provide you with specialist advice.

Industry Partners
What specialists can we put you in touch with?

We take great pride in assisting with every part of the mortgage process and beyond whenever needed for our clients - they know they can come to us for any finance-related needs and if we can’t help directly, we will know the best person who can. Over the decades of helping our clients, we’ve developed a wonderful network of fantastic professionals we work closely with and can introduce clients to, for a reliable and fantastic service for any aspects that fall outside of our remit.

We regularly assist our clients with recommendations for the following areas related directly to mortgages:
  • Conveyancing
  • Surveyors
  • Estate Agents
  • Damp & Timber Specialists
  • Roofing Specialists
  • Secured Loans
  • Commercial Finance
  • Bridging Finance
Further beyond those fields related to our advice process, we have wonderful partners we work closely in the wider industry who can assist with the following areas:
  • Investment Advice
  • Pension Advice
  • Estate Planning
  • Accountancy Services
So even though we are regulated to advise on mortgage and protection, we have a wonderful array of partners who can assist with any needs you have from the list above.
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