treating customers fairly

  1. At the beginning of our first meeting, we will fully explain our services to you and tell you about our business partners.
  2. We will carry out a review of all your needs -Protection and Mortgage.
  3. If you require any products which we are unable to provide personaly, we will refer you to another suitably qualified adviser.
  4. We will review your monthly budget with you to make sure that any recommendations are affordable both now and in the future.
  5. We will explain and discuss with you the need to have adequate provision for financial emergencies.
  6. When we make recommendations, they will be for all the needs we identify.
  7. When we arrange products for you, we will explain all the documentation which we give you and we will keep you fully advised throughout the process.
  8. We will tell you about the Quality Assurance programme.
  9. We will contact you to review your financial planning needs, and to make recommendations as appropriate, at intervals agreed between us.
  10. Treating Customers Fairly is at the heart of our business and our culture.

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

A mortgage fee payable is dependent on the complexity of the case and will be agreed at the outset. A fee of up to 1% of the loan amount is payable, for example on a £100,000 mortgage a 1% fee would equate to £1,000. A typical fee is £399 and is payable at the outset or on the issue of an offer of the mortgage.

Expert mortgage advisers

You can speak directly to our qualified mortgage adviser who has a wealth of experience. Our advisers are fully trained, specialised and work with a range of clients.
We will search the market to ensure that your individual needs are met and we are more than happy to arrange face-to-face meetings. Our advisers can also handle mortgage applications over the telephone.

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