When adopting our approach, we have drawn on our many years’ experience as advisers, in different financial institutions. Our approach had an objective, to ensure our clients are comfortable talking to us about what’s important to them and us being able to provide advice to our clients, in a clear manner that’s easy to understand.

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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.

 

 

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.

 

 

Research and Analysis

 

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.

 

 

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.

 

 

Implementation

 

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.

 

 

Reviewing your circumstances & 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.

Maxwell Mortgage Services | 4 Majestic Parade | Sandgate Road | Folkestone | Kent  CT20 2BZ | 07794 499291

Maxwell Mortgage Services is a trading style of Closer Financial Partners who are an appointed representative of Intrinsic Mortgage Planning Limited and Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority.

Designed by Sean