The client journey

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1| Establish your needs

Getting the right mortgage for you means knowing exactly what you’re looking to achieve. Our personal service differentiates us from other providers, as we’re interested in you, your income, your family and the property you’re looking to finance.

2| Research the whole of the market

Once we have a clear picture of exactly what you want, we’ll research thousands of products to find you the right mortgage from the right lender.

3| Recommend tailored-made solutions

Once we’ve scoured the market, we’ll recommend a bespoke solution based on your needs and wants. And, we’ll explain why we’ve recommended a certain lender and a specific product.

4| Submit and process application

When you’re happy with our recommendation, we’ll submit and process your application for you. We’ll make the process quick and painless by looking after the paperwork, liaising with your lender as they underwrite your application, and supplying them with any documentation that is needed.

5| Obtain your offer and complete

When we’ve obtained your mortgage offer, we’ll oversee your application to make sure it reaches completion smoothly and without any hiccups.

6| Review in the future

Even when your mortgage has completed, we’ll stay in touch with you and conduct a regular review. For example, if you take a two-year fixed-rate product, we’ll be in touch as that rate ends to ensure your arrangements remain appropriate.

See how we've helped other clients

“We would like to take this opportunity to thank you for the very attentive and professional way in which you dealt with our re-mortgage from the start and right through the process. It was refreshing and heartening to deal with someone who was on the case throughout and knows how to communicate with their client fully and effectively.  It was a great comfort to us to know that you were overseeing the whole process and we will not hesitate to recommend you to anyone looking for a similar service.”

Martin & Alison, clients since 2018

“Due to the short period of time I had been self-employed, we were told by another mortgage adviser that we had ‘no chance’ of getting a mortgage. However, thanks to Lisa my wife and I are now on the property ladder and living in our beautiful flat on the River Thames. Lisa was a tremendous help in what was a very stressful time and we cannot recommend her strongly enough.”

Joe & Helen, clients since 2015

“We had a slightly turbulent time house hunting/buying and Lisa was a knowledgeable and sensible source of advice, not only about mortgages but the entire house buying experience. She simplified the process of finding and applying for a mortgage, always got back to us quickly and got everything in place as soon as it was needed. We are so pleased that we were put in touch with her and would have absolutely no hesitation in recommending her to anybody.”

Mr & Mrs Kent, clients since 2017

Get in touch

Ready to arrange your property finance? Need to get a ‘decision in principle’? Or would it help to have a quick chat to discuss your mortgage options? Please get in touch using the contact form below!