Securing the right mortgage is a key part of your financial plan; Therefore it is important to use a Chartered Financial Planner who provides specialist mortgage advice to structure the right solution for you, as part of your financial plan. Alex and his team provide a bespoke, personalized service throughout the process from qualification to completion.
I work with all kinds of people and on all kinds of client cases, but, we are specialists in helping the following types of clients to secure competitive mortgages as part of their financial plan;
- High earning employed and self-employed people;
- Business owners, e.g. Limited Company Directors, LLP Partners and Sole Traders;
- Higher value borrowers c. £200k-£2m+ loan size;
- Releasing equity from one property to fund the purchase of another, or, Let-to-Buy as it is often called;
- BTL purchases & remortgages including BTL portfolio structuring for retirement and legacy planning.
- Divorcees needing court letters, mortgages and help investing settlement proceeds
As a local himself, Alex can provide valuable insight into the local property market, provide best mortgage advice, as well as brokering the mortgage smoothly from start to completion.