Where do we start? At the beginning of course.  We meet our clients in an initial discovery meeting where we discuss what your financial objectives are, whether that be that you are you looking to buy a house, protecting your family or business, or re-mortgage an existing property.

In most circumstances we host this meeting at our expense. During this meeting we carry out a fact-finding process where we will establish what your life goals and time horizons are, as well as understand your personal and work situation, which then provide us with the information we need to go away, research and build your advice proposition using our experience and knowledge of the numerous financial solutions that exist.

When building your personalised advice proposition we offer a comprehensive and impartial research process which allows us to identify the fantastic solution for your situation.  We do this using the information gathered in the fact-finding meeting, which we then use discuss your needs with various mortgage lenders and protection providers.

We then look to build a proposal bespoke for you which outlines the options we believe you need to review, what they do and most importantly how much they cost – making sure you they are affordable and applicable both now and in the future.

When we meet again we will then run through your options and what our advice will be based on your preferences and needs.  This is no pressure meeting where you will be made aware of your options and what are regulated advice is going to be. This meeting provides you with an opportunity to ask further questions and for us to discuss how to move forward.

If you agree with our advice we will then provide a fill administration service, processing any application from start to completion.

Now that we have helped buy your new home or business, let’s try and keep you there.  Protection is one of the single most important areas we can help you with, helping guide you through all of the products that are available and confirm that the ones we recommend are suitable for both you and your family now and in the long-term.