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Gary has been providing advice to clients on their mortgage needs for over 10 years. He has extensive experience in providing advice and recommendation on all types of mortgage including high net worth purchases, new build purchases, self-employed, contractor and adverse credit. Clients working with Gary can expect a straight-forward honest and highly personalised service.
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What do I need to bring to an initial meeting?
Mortgages Three months’ payslips, three months’ bank statements, proof of ID and address, proof of deposit.
Financial planning Details of policies held (pensions, investments, insurance) latest payslips, latest bank statement.
Do you take a percentage or are your fees fixed?
We offer a range of fee options, including hourly, percentage and fixed fees. Our fee is usually agreed after the initial discovery meeting and prior to any work being undertaken.
Do you get commission?
For mortgage and protection products only.