Case Study - Re-Mortgage

Our Clients Challenge

Our clients Mr and Mrs Harpen had always re-mortgaged with their current bank. Their friend had suggested they speak to one of our Advisers as we had saved them money on their re-mortgages year after year. They didn’t know any different but were happy to explore using us as the lender’s rate had increased considerably.

Our Advice

Once we’d gathered all the information we needed from our clients, we got to work in finding them the best and most suitable deal. We advised we explore all lenders, and along the way, we were also able to discuss what their long term goals and plans were, so they aligned with their mortgage needs.

Outcome

We showed our client the deal they were being offered with their current bank and what was available to them by switching. We saved them £64 per month on their mortgage and managed to reduce their term, so it would be paid off sooner. We also got them the relevant insurances, which the bank had not been able to advise them on.