Becoming a Client

Becoming a Client

Choosing a mortgage adviser is an important decision and one you need to get right. If you are a first time buyer, we know you will have lots of questions and may be finding the whole process very daunting.

To begin we will normally conduct a short telephone interview to establish your situation and the help you require. If we think our services are right for you, we will arrange to meet you at either our London or Basildon offices.

Full appointments can last up to three hours and are normally held during working hours. You may be asked to bring several documents with you but this will be detailed in an email confirming your appointment (see examples below).

Payment for our services is normally collected when submit your full mortgage application.

Typical Documents Required for Interview:

  • Passport or Driving License

  • Last 3 months pay slips*

  • P60

  • Last 3 months bank statements

  • Council Tax statement

  • Marriage certificate

  • Proof of savings

*Self-employed applicants will need to provide ‘SA302s’ covering the preceding two tax years.

To discuss how we can help you please contact us today.