PRIVATE CLIENT SERVICE

Our private client service is exclusively managed by Laura Lamb to deliver the highest level of advice and service that works around your schedule.  Laura specialises in helping self-employed individuals and those with more complex requirements, e.g nonstandard property types, complex incomes, second homes. We understand that some clients require a higher level of service and so we offer our Private Client Service. This service is perfect for those clients that require a level of service that is bespoke and tailored to your needs. It might be meetings outside of office hours or the ability to contact your adviser whenever suits you.

Our private client service – what's included

As a private client you have the benefit of receiving our core service plus:

ADDITIONAL SERVICES

As a private client we can also assist with the following:

We offer all of our clients a complimentary initial consultation of up to 1 hour, after this, we charge a non-refundable fee of £695 for the private client service and we will also receive commission from the lender.

If you are unsure of which service is best for you feel free to call to discuss your personal circumstances.