Mortgage & Protection Advice

Engagement outline

Compare residential and remortgage options, then align life and income protection with what the lender and your household actually need. Work begins with a scoped fact-find, continues with product research suited to your circumstances, and closes with a written recommendation you can keep alongside your solicitor or accountant’s files.

Duration: 2–4 weeks depending on underwriting

Delivery: Meetings at our Wales office or remote document review

Fees: Advice fee agreed before recommendation; often offset by lender or insurer commission disclosure