TALK

Please allow around 30 minutes for your Discovery Appointment. During your appointment we’ll:

• Understand your circumstances and future plans.
• Answer any initial questions you may have.
• Explain the mortgage and protection process in clear, straightforward terms.
• Discuss the options available to you.
• Outline the next steps, so you know exactly what to expect.

Once you’ve booked, you’ll receive a confirmation email together with details of how to join if you’ve chosen a video meeting.

Before we meet, you’ll be invited to:

• Set up your account on our secure Client Portal, powered by Acre.
• Verify your identity using Acre’s secure live photo ID check, which also allows us to obtain your Equifax credit report.
• Complete the “Tell us about you” section, giving us the information we need to understand your circumstances.
• Upload any supporting documents relevant to your application.

Completing these steps before your appointment allows us to review your circumstances in advance, helping us provide the most useful advice during our time together.

If you’re applying jointly, we recommend that both applicants attend the appointment wherever possible.

Your Discovery Appointment is completely free.

Should any fees become payable, they will always be explained and documented before you make any commitment or we carry out any work.

View Our Fees →