We can offer whole of market mortgage products and exclusive deals that are not available on the High Street.This allows us to work on your behalf and provide totally unbiased advice.We are able to use our extensive knowledge to recommend the lender who is offering the most suitable mortgage for your personal circumstances.We will keep you up-to-date with progress and manage all aspects, including liaising with other professionals ( for example Solicitors, Accountants, Estate Agents) to continuously provide a professional service throughout the whole advisory process.
Working closely with you, we establish your goals at the outset of our discussions- this enables us to focus on your agenda and moreover puts you at the ‘heart of the process’.
Inorder to fully understand your needs, we conduct a comprehensive ‘factfind’ followed by a full advice and report service.We are motivated by our ‘client care’ philosophy and building long term relationships through ‘a trusted proposition’ and ‘whole of market advice’ as your financial needs evolve over the years.We are happy to meet at a day, time and location most convenient to you, with meetings arranged by prior appointment.
Westmount, Station Road, Castle Cary, Somerset, BA7 7BU
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