It’s All About You
We will meet together, or occasionally conduct a telephone appointment, to discuss your personal circumstances and your current financial situation and get to know you. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive. We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
We discuss your objectives and your aspirations and your mortgage and associated insurance needs thoroughly.
We will provide any help that you need with your range of options before researching the whole of the mortgage market for you.
Analysis
To make sure that we stay fresh and well informed in the mortgage market, we subscribe to a number of information and analysis systems to ensure that our clients always have access to the best mortgage deals on the market and we will also make sure that you are kept informed of developments in the market and that you are contacted when your ‘deal’ expires, to start the process again. We apply the same attention to detail with any protection or general insurance that we advise upon and recommend to ensure that you get the best deal on all aspects of your package.
While we are busy with the process of researching the market on your behalf, we will also ask you to take the time to consider the bigger picture – including protecting your assets and life-risks such as interruption of income, illness or worse.
How to get there
So now we know where you are and where you want to be and how we can help you achieve your goal.
We would then normally meet with you again to present our recommendation to you, if this is acceptable then we will help you with all of the paperwork and arrange for the submission of your application. If for any reason, our recommendation is not acceptable we will be happy to make suitable alterations to the recommendation and represent it to you.
Implementation
Once recommendations are made and accepted, we process all applications on your behalf and will communicate with the product providers and other professions working towards the smooth delivery of your mortgage and protection products. We will keep you updated as the case progresses.
Review the Plan
If required, review dates will be agreed. This might be on the anniversary of the product, or where there is a particular milestone such as the prior to the end of a fixed rate or discount rate period.
It’s All About You
We will meet together, or occasionally conduct a telephone appointment, to discuss your personal circumstances and your current financial situation and get to know you. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive. We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
We discuss your objectives and your aspirations and your mortgage and associated insurance needs thoroughly.
We will provide any help that you need with your range of options before researching the whole of the mortgage market for you.
Analysis
To make sure that we stay fresh and well informed in the mortgage market, we subscribe to a number of information and analysis systems to ensure that our clients always have access to the best mortgage deals on the market and we will also make sure that you are kept informed of developments in the market and that you are contacted when your ‘deal’ expires, to start the process again. We apply the same attention to detail with any protection or general insurance that we advise upon and recommend to ensure that you get the best deal on all aspects of your package.
While we are busy with the process of researching the market on your behalf, we will also ask you to take the time to consider the bigger picture – including protecting your assets and life-risks such as interruption of income, illness or worse.
How to get there
So now we know where you are and where you want to be and how we can help you achieve your goal.
We would then normally meet with you again to present our recommendation to you, if this is acceptable then we will help you with all of the paperwork and arrange for the submission of your application. If for any reason, our recommendation is not acceptable we will be happy to make suitable alterations to the recommendation and represent it to you.
Implementation
Once recommendations are made and accepted, we process all applications on your behalf and will communicate with the product providers and other professions working towards the smooth delivery of your mortgage and protection products. We will keep you updated as the case progresses.
Review the Plan
If required, review dates will be agreed. This might be on the anniversary of the product, or where there is a particular milestone such as the prior to the end of a fixed rate or discount rate period.
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