Our Initial Mortgage Consultation Service…

Mortgage Consultation - Book an appointment in Shaunas diary now.

Scope of Work

Initial Discovery Meeting

• To learn about you, your requirements, and your Financial needs
• To clearly explain the mortgage criteria applicable to you
• To reassure you by breakdown of any confusing jargon

Initial Research

Market analysis of the mortgage products available to identify a shortlist of potential mortgage providers based on your priorities. We look at……

We can look at……

• Interest Rates
• Borrowing Amount
• Cash Back Offers
• The Process
• Protection
• Discuss The Challenges
• Total Costs
• Help to Buy Scheme

And that’s not all……

As part of the mortgage process, mortgage protection will be required. To avoid delays later in the mortgage journey, the earlier you arrange this the better. As part of our initial mortgage service, we will also help with this.

We will:

Protecting Your Financial Health

• Identify the Protection needs for your mortgage and your *loved ones, *where applicable
• Provide recommendations and quotations of your financial needs
• Assisting you to complete your insurance applications
• Co-ordination of underwriting requirements and documentation
• Follow up to ensure policies are issued correctly,

This initial discovery meeting forms part of an all-inclusive Mortgage Service. For more on this valuable service, please ask your advisor.

Fee
This initial meeting forms part of an all-inclusive financial Service. For more on this valuable service, please ask your advisor.

The fee for this financial consultation is €125 (+vat)

Declaration:
By booking an appointment you agree with the terms of the initial discovery meeting, including the fee.