Mission Statement

Our mission is to provide our clients with an independent mortgage advice service, which includes:

•  Understanding their specific financial needs and finding the most suitable product from every mortgage available in the marketplace.
•  Recommendations about appropriate products that should be considered alongside the mortgage.
•  A guarantee that no fee will be charged until and unless the client is entirely happy with the recommendation we give.
•  The option to pay a fee or elect for us to be paid via commission
•  A guarantee that clients will always deal with the same adviser, who will take personal responsibility for all their mortgage arrangements.
•  That clients will be kept up-to-date with progress on at least a weekly basis via telephone or email

Vision Statement

“Our vision is to be recognised by our clients as their most valued and trusted mortgage and insurance adviser; by providing them with financial solutions which precisely meet their requirements.”

Values Statement

We will:

• Have an open and honest relationship with everyone we deal with.
• Provide a service which is efficient and represents value for money.
• Be willing to acknowledge our mistakes and do everything possible to rectify them as quickly as possible.
• Embrace change, be innovative and never fear failure.
• Have a ‘Positive mental attitude’ in everything we do.
• Have a positive working environment based on mutual respect and a supportive team spirit.
• Always behave in a socially and ethically responsible manner.