We offer all our customers a free no obligation consultation usually lasting 45-60 minutes. It allows us to thoroughly familiarise with your financial situation. At this meeting, we will make sure you fully understand what we deal with, how we can help you and how we get paid for our work. Assuming you are happy to continue, we will outline your current financial situation and discuss what you would like to achieve now and in the future.
We send you a link to key in and upload documents on our portal, allowing you to provide necessary information and documents from the comfort of your home or office. This also ensures the accuracy of the data and collection of documents securely, allowing us to manage your expected level of service.
Please note that providing information and documents in a timely and accurate manner helps us get to your borrowing/protection goals without any unnecessary delays.