Let’s get started!
You have been sent this link because we now require some further information so that we can start investigating options for you.
Please see the following description of the documents attached and what we need from you.
Credit Guide and Privacy Statement
This document will tell you a bit about what we do, the process, some of the lenders we use. It also covers potential fees, charges and commissions. There is also some information about how we use your information in accordance with our privacy statement. You don’t need to do anything with this one, just have a read and keep it on file.
Client information form
If you could please fill this in at your earliest and return to me. This document will help paint a picture of your scenario so that I can work on some options and recommendations. Please note, you do not need to send this document back to us straight away. You can print it out and have it ready for our first meeting. You may need to save this file to your computer to edit it, dependant on the browser you are using.
If you have any questions, as always, please do not hesitate in contacting us.