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:

  • Specialised mortgage advice ideal for unique or more complex situation
  • Availability tailored to suit your schedule including evenings and weekends.
  • Access to your adviser outside of our normal office hours
  • Access to private client bank’s bespoke policies
  • Dedicated mortgage application administration

ADDITIONAL SERVICES

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

  • Meetings

    We are able to offer Home or workplace visits within Oxfordshire, these are charged at £165 p/h, outside Oxfordshire chargeable on a case by case basis.

  • Buying Agents

    If you are based outside of the Cotswolds and looking for someone to assist you independently in finding the ideal property or to narrow down suitable properties to view, we can help. We have local relationships with buying agents and can assist you with a recommendation.

  • Surveyors

    We can arrange a survey for you with one of our recommended surveyors.

  • Solicitors

    We can make a recommendation to a local solicitor who will work with you and us to make sure your purchase proceeds smoothly.

  • Removal Companies

    We have good working relationships with specialist removal companies and we would be happy to make a recommendation.

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.