To achieve this aim we always ensure that we fully understand the needs and requirements of our clients by preparing a comprehensive Fact Find and preparing a budget to ensure that the mortgage or insurance is affordable. After understanding the needs we make a recommendation from the ‘Whole of Market’ in respect of a mortgage or a ‘fair and comprehensive analysis of the market’ for life/critical illness insurance or household insurance. The recommendation is documented fully in a Suitability or Demands and Needs letter. We are not a call centre and hence you will always deal direct with a fully qualified adviser providing a personalised service. We offer comprehensive mortgage services throughout the UK with our local client base in Bournemouth, Poole and the surrounding Dorset area.
