INITIAL MEETING

The first thing is to have a quick phone call to better understand your needs. 

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If we can help then the next stage would be to have a friendly jargon free chat at a time and place best suited for you.

RESEARCH

State of the art – software and technology to enable us to capture all your relevant information quickly and securely.

We then search the whole of the market – independently and fully unbiased to find the best  solution for you. 

PRESENT SOLUTION

Once we have found the right solution for you we will then arrange another meeting where we can present the solution and guide you through the information. 

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We will answer any questions you have and progress only when you are happy. 

IMPLEMENT

Once you are happy to proceed we will apply for the mortgage or product and keep you posted throughout the process. 

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We will proactively manage the process to ensure that things progress as smoothly and quickly as possible.