Not unless you really want to.
We deal with people all around the UK via phone and email. We find that meeting up face to face can take up a lot of unnecessary time; certainly for busy clients, it requires extra planning, logistics and travel time. We respect your time and do not wish to take up any more of it than is necessary to get the job done.
To keep our fees competitive and maximise the time we spend working for our clients, instead of always travelling, we find that it is not always necessary to meet face to face. That time can be better spent researching and finding you the right deal, (instead of sitting in traffic on the M6, M25 or other). We are also more than happy to meet in person, by appointment, should you feel it necessary to do so.
This extra time and use of resources enables us to be extremely efficient, as we are always available to help people with their mortgage and protection needs.
The compliance regime under which we work, and the process we go through together, requires us to obtain documentation to prove identity, residence, income and more. Many people are happy to entrust these documents to the Royal Mail’s service, and some are not.
Those that are not willing to use the mail service are welcome to visit with us face to face personally, by appointment, to provide the required documents. We will then take and keep a copy, allowing you to retain the originals.
There may be additional items required when obtaining documents and ID etc. from non face to face advice, but these are not problematic and we can discuss these during our Initial FEE FREE Consultation.
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