We have drawn on our many years’ experience as advisers, in different financial institutions to tailor the way we work with our clients. Our approach has an objective: to ensure you are comfortable talking to us about what’s important, while being able to provide honest, impartial advice to our clients, in a clear manner that’s easy to understand. Our process usually follows this six stage plan:
1. Initial Consultation
Our initial meeting will have nothing to do with products or money, it is all about you, what you’re trying to achieve, your goals and aspirations both now and in the future. This initial meeting will be of no cost to you.
2. Fact Find
If you feel you can benefit from our service, we will work with you to fully understand your objectives and develop these into well-defined goals. We will gather information about your personal and financial circumstances to allow us help you achieve said goals.
After discussing your circumstances and requirements at our initial meeting, we will then focus our time researching the mortgage market to ensure that we are able to obtain the right mortgage product for your individual circumstances.
4. Recommendation
After analysis we will provide you with a tailored report based on your requirements, current position and your objectives. This will clearly outline our recommendations and in addition to helping you understand why they meet your needs.
Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary steps to turn your plan into reality, and assist you in obtaining your new home, with the entire mortgage process as seamless as possible.
6. Review and Ongoing Service
We know peoples personal and financial circumstances can change, part of our approach at Maxwell Mortgage Services is to ensure we meet regularly. The benefit of this is to ensure that whenever any preferential rates expire on your mortgage, it can be reviewed once more, so that you can always be sure you have the right deal for you.
In uncertain times and what has become a very volatile mortgage market, I've put together some information regarding the current state of play in the industry, which can be found below in the Maxwell Mortgage Services - Viewpoint monthly newsletter. As ever, if you need to talk about anything mortgage related, my team and I are always on hand. You can find our details on the contact us section of the website. Take care and stay safe Craig
Retirement is an exciting time; the start of a new chapter in life. Whilst we will have worked, saved and prepared for this moment for a long time, many of us will find we don’t quite have enough money to fund all the things we planned to do.
Maxwell Mortgage Services is an appointed representative of Openwork limited who are authorised and regulated by the Financial Conduct Authority. You can find us on the FCA Register under the reference number 921510.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.