How We Work
Our Process
Working Closely with Clients to Find the Best Mortgage and Insurance Products
Initial Consultation
We begin with an initial conversation, either in the office or on a video call to assess your financial situation and long-term goals. Whether you’re looking to purchase a home, refinance, or protect your family with insurance, we’ll take the time to get the key information and also understand your needs.
Tailored Recommendations
Based on your preferences and circumstances we will take time to review the whole market and possible options available. We will provide bespoke mortgage and insurance recommendations, explaining the advantages and disadvantages of each option. There may be times when there is only one obvious option available. As part of the conversation, we will make a recommendation to you as to the best way to proceed. We are very efficient with this part of the process and aim to reach a recommendation within days.
Securing Your Offer
We help you with the application and negotiation process with lenders and insurers, to secure the best terms. We are the main contact for you with the lenders and insurers and make sure that you are clear on how the application is progressing. Leave it to us!
Ongoing Support & Reviews
We offer regular reviews to ensure your mortgage and insurance remain aligned with any changes in your circumstances. This is where we take a proactive view of your situation and get in contact as and when it s best to make changes to your agreements.