top of page
First Mortgage (single)
329.99£A future planning package - A non-refundable, Financial Review. Ideal for: Clients not immediately eligible for a mortgage but aim to secure their first mortgage within 1-3 Years.Valid for 12 months- Income Summary
- Budgeting and Cash Flow Management
- Debt Review and CCJ Removal Guidance
- Saving and Emergency Funds Summary
- Credit Score Assessment and Improvement Strategies
- Estimated date for Mortgage Readiness
- Budgeting and Financial Educational Tools
- 15% discount when upgrading to any of our Mortgage Packages
First Mortgage (Joint)
399.99£A future planning package - A Non-Refundable, Financial Review - Ideal for: Clients not immediately eligible for a mortgage but aiming to secure one their first mortgage within 1-3 years.Valid for 12 months- Income Summary
- Budgeting and Cash Flow Management
- Debt Review and CCJ Removal Guidance
- Savings and Emergency Funds Summary
- Credit Score Assessment and Improvement strategies
- Estimated date for Mortgage Readiness
- Budgeting and Financial Educational Tools
- 15% discount on any of our Mortgage Packages
FLEXIBLE MORTGAGE ADVICE PACKAGE
352.99£A non-refundable, mortgage brokerage fee, payable in advance. Ideal for: clients wanting a budget friendly, flexible service and have basic mortgage requirementsValid for 6 months- Overview of Mortgage Options (Basic overview)
- Affordability Check
- Basic Mortgage Application Support
- "Best Rate Guarantee"
- Reminder as Fixed term is near to expiration (if applicable)
- Receive guidance on mortgage options at a more flexible pace
COMPREHENSIVE MORTGAGE PACKAGE
599.99£A Non refundable payable in advance fee. Ideal for: Clients wanting a higher priority service or have complex circumstances.Valid for 3 months- Detailed Financial Health Check
- Mortgage Strategy
- "Best Rate Guarantee"
- End-to-End Application Support
- Credit Improvement Advice
- Reminder as Fixed term nears expiration
PROFESSIONAL MORTGAGE PACKAGE
899.99£A non refundable payable in advance package. Ideal for: Buy to Let Mortgage's and Property DevelopersValid for 3 months- Includes services in Comprehensive Mortgage Package
PLATINUM MORTGAGE MANAGEMENT PACKAGE
1,500£A non refundable, payable in advance fee. Ideal for: High-net-worth clients or those needing comprehensive support.Valid for 3 months- All services included in the Comprehensive Mortgage Package
- Priority++ Mortgage Service
bottom of page