We support clients with the organisation and progression of mortgage arrangements, including:

• General guidance on the mortgage process
• Affordability and document preparation support
• Mortgage application coordination and submission
• Case tracking and progress updates
• Liaison with lenders and relevant third parties
• Support through to completion

All regulated mortgage advice is delivered under supervision and in accordance with FCA requirements.

Insurance Arrangement 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 coordination
• Critical illness and income protection information
• Timing and documentation support alongside a mortgage

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

Products & Areas Supported

Mortgage Types (General Support Only)

• Residential mortgages
• First-time buyer mortgages
• Home mover mortgages
• Buy-to-let mortgages

Insurance Types (General Information Only)

• Buildings insurance
• Contents insurance
• Life insurance
• Critical illness cover
• Income protection