The antidote to the
‘computer says no’ culture.
Every contractor works differently, which means this isn’t about ticking boxes. We really get to know you, building a picture of who you are and your lifestyle.
Over the years we’ll be better placed to help you because we know you personally. Equally, we interrogate lenders and insurers about their products to make absolutely sure they’re right for you. We also take out the hassle of organising mortgages and insurance so you can get on with what you do best.
Four Easy Steps.
1
Get to know you.
Before we do anything, we listen to you so we know how you work and what you need. It’s the only way to ensure we get the right product to fit your needs.
2
Discovery
Find what’s right for you.
Once we’ve built a profile of your needs, we’ll scour the market, speaking with lenders or insurers until we’re absolutely certain that what we recommend properly covers you.
3
Recommendation
We do all the paperwork.
We’ll take you through the finer points of everything, and once you’re happy, we’ll make all the arrangements to save you time and hassle.
4
Review
We keep looking after you.
We’ll keep in touch, checking in every year to make sure the product you have is still relevant. However, if your circumstances change, we’ll help you adapt.