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Our Process

We're with you every step of the way to ensure your mortgage journey runs as smoothly as possible

Stage 1: Your Goal

We establish your goals and aspirations for property ownership.

First time buyers

Stage 2: Your Requirements

We gather relevant personal and financial information and establish your requirements.

Worksite

Stage 3: Our Recommendation

We recommend a mortgage and any relevant protection/insurance cover based on what we know about your requirements.

Meeting

Stage 4: Application Process

We oversee your applications, liaising with lenders/providers to help make sure your application progress smoothly.

Paperwork

Stage 5: Reviews

We meet regularly to review your circumstances and help keep you on track to achieve your goals.

On the laptopo

Need some help?

Give us a call

We're on hand to arrange a phone or branch appointment with one of our qualified mortgage advisers. We can also help with any general queries about the process.

Call us on 0333 015 2970

Let us call you

Complete our quick form to arrange a callback at a time that suits you, including evenings and weekends. This will allow you to arrange a phone or branch appointment with a qualified mortgage adviser.

Arrange a call back