For financial & mortgage planning your initial consultation will be completely free of charge. Their our fees for our service and these vary depending on the type of assistance you need. Your advisor will outline these fees to you prior to moving forward from your initial consultation.

To complete your initial mortgage consultation. We will need the following

Details of existing financial commitments

An overview of your income and expenditure

Existing mortgage arrangments

Details of your credit history

All our advisors are experienced in helping clients over the phone and face to face. If you would prefer we can visit you at home at a time convenient to you.

We are based in a small village called Upham situated between Southampton and Winchester, however our of advisors work with clients throughout the UK on a daily basis.