Becoming a Client

Becoming a Client

Choosing a mortgage adviser is an important decision and one you need to get right. If you are a first time buyer, we know you will have lots of questions and may be finding the whole process very daunting.

To begin we will normally conduct a short telephone interview to establish your situation and the help you require. If we think that our services are right for you, we will arrange a virtual appointment via Microsoft Teams.

Full appointments can last up to 90 minutes and are normally held during working hours. Prior to your mortgage appointment, you will be required to upload your documents to our secure client portal. Examples of the documents required are on the following link.

Typical Documents Required for Interview

Payment for our services is normally collected when submit your full mortgage application.

*Self-employed applicants will need to provide ‘SA302s’ covering the preceding two tax years.


To discuss how we can help you please contact us today.

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