Guides

Below is a selection of standard documentation, which may be of relevance at different times during your transaction. Please feel free to download and refer to accordingly. Naturally these are not a substitute for our personalised recommendation and advice service. We’re always here to help, so get in touch with us by phone, email or contact form.

Public

Helping Hands Brochure

Our guide to buying, remortgaging and protecting your home

Client Questionnaire

Central document for us to refer to during our discussions

Self-Assessment Guide

Assistance on How to obtain your income verification documents from HMRC

Help to Buy Government Factsheet

Help to Buy Government London

Client only

Monthly Budget Planner

Useful tool to assess current spending and forecast future outgoings

Planning Your Move Costs Spreadsheet

Easy layout to keep track of costs

Remortgage Authority Letter

Required to authorise discussions between us and the appointed legal representative dealing with your remortgage

Feedback Questionnaire

We welcome every opportunity to enhance the customer experience and kindly ask that you complete the questionnaire to return to us

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