After we have agreed upon the level of service, we focus on establishing your goals. We will assess your current financial circumstances (assets and liabilities) and work out ways to achieve your goals. This will include calculating costs, working out a priority order, and establishing a time scale for each goal.
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Important information
Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances. The fee is up to 1%, but a typical fee is £249.