We support clients throughout the mortgage process by providing:

• Initial guidance on the mortgage process
• Affordability and document preparation support
• Mortgage application coordination and case tracking
• Liaison with lenders, solicitors, and third parties
• Support through to completion and key handover

Any regulated mortgage advice is provided separately by a CeMAP-qualified adviser operating under supervision through an FCA-authorised principal firm.

Insurance & Protection Support

We also provide general information and coordination support in relation to insurance and protection arrangements linked to home ownership.

This may include support with:

• Buildings and contents insurance arrangements
• Life insurance information and coordination
• Critical illness and income protection information
• Timing and documentation support alongside a mortgage

All regulated insurance advice is provided separately, under supervision, through an authorised framework.