Services
Mortgage & Protection Menu
We found that a menu based service was what people preferred and so you are able to choose (case by case) what you want us to do for you from the following:
APERITIF
Research (Defaqto or Trigold)
STARTER
DIP Submission
MAIN COURSE
Income & Expenditure Analysis
Suitability Letter
Keying and uploading into systems
DESSERT
Application Submission
Protection Suitability and System keying
Systems
We provide an online submission and tracking system, mi-Zone, to provide a quick and efficient service. As it is a secure remote access system it meets the GDPR regulations regarding the transfer of client details, this ensures both you and we are covered.
We have no minimum case requirements or set monthly retainer fees, you use us as often as you wish, for whatever you need for each case.
Please feel free to get in touch to discuss your needs and how services can meet them. We look forward to hearing from you.
LET'S WORK TOGETHER
” Whilst we were unsure at first how this would go we have never looked back and shortly afterwards we added Protection to our services, again purely because we were being asked to do it”