Initial Discovery Meeting – Book here
Initial Discovery Meeting, what we offer you.
Our Inital Discovery Service…
If you have a couple of general questions and just what to have a quick chat, book a 10-minute free consultation with our advisors.
If you want a more in-depth meeting, where we can take you through a full mortgage assessment you would need to schedule an Initial Discovery Meeting.
Your personal financial advisor from Advice First Financial can add significant value to your financial situation. Our services encompasses much more than form-filling!
Our extensive knowledge, market comparison technology, and established relationships with Letterkenny, Donegal & Ireland’s lenders and Pension providers mean you are in the best hands…
For a full discussion on all your mortgage options and full financial advice you should schedule an initial discovery meeting.
If you just have a couple of initial questions you can schedule a 10 minute chat, we do not charge a free for this 10 minute conversion.
What we offer you…..
Initial Discovery Meeting
- To learn about you, your requirements, and your Financial needs
- To clearly explain the criteria applicable to you
- To reassure you by a breakdown of any confusing jargon
Market analysis of the financial advice available to you and to identify a shortlist of potential mortgage providers based on your priorities.
We can look at……
- Pension Planning
- Investment Advice
- Tax Advice
- Life Insurance
- Interest Rates
- Your Borrowing Amount
- The Cash Back Offers available
- The Process, what is it and how long does it take
- Discuss Any Challenges we see with our paperwork
- Total Costs, stamp duty, solicitor etc
- Help to Buy Scheme