How we work
We like to keep things simple
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.
3. 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.
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.
5. 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.
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.
Your happiness is our priority
From initial consultation right through to implementation, your complete satisfaction is our top priority.
Expert
Team
Your project will be handled by experts every time. We make sure you have the most experienced professionals working for you.
Quality Guaranteed
You’ll find the support you need to ensure that things runs smoothly. We’re here to help you with any questions and fully regulated.
Meet Our Team
Craig Maxwell
Director and Principal Adviser
Zohreh Emami-Jones
Mortgage and Protection Adviser
Alan Abery
Mortgage and Protection Adviser
Mercedes Coleman
Mortgage and Protection Adviser
Linda Whitehead
Mortgage and Protection Adviser
Tim Grey
Mortgage and Protection Adviser
