Our service is tailor made to our clients, we offer private meetings in our newly converted Cotswold pub or alternatively we can arrange to visit you at your home or workplace and if time is critical we can fully assist you over the phone or email to suit your personal requirements.

As a private client you will have direct access to your Mortgage Advisor who will be on hand to offer advice and guidance throughout. You will also have a Private Client Account Manager who will be personally responsible for managing your mortgage application from start to finish, they will also communicate directly with any buying agent, estate agent or solicitor on your behalf, helping to make the process as seamless as possible.

As part of our exceptional service we chase the lender every day to ensure the application proceeds quickly and efficiently. Your Private Client Manager will agree with you at the outset how often you would like to be updated, the service is tailored to your individual needs.

Our Client Commitments

  • Bespoke independent mortgage advice tailored to your needs, as part of our advice we will also manually check deals available with our private banks.
  • We aim to simplify the processes, ensuring minimal paperwork for you.
  • Dedicated daily mortgage chasing


  • Regular updates from your Private Client Manager. You will also have the mobile numbers for your Private Client Manager and Mortgage Advisor.
  • A flexible service to suit your individual needs
  • As part of our service to you we will review and make recommendations on insurances that may be appropriate to you.

Our Fees

We offer all of our clients a complimentary initial consultation of up to 1 hour, in person or over the phone. Once you choose to instruct us we charge a non-refundable application fee of £695 payable upfront.

We may also receive commission from the lender.

Being based in the Cotswolds we are able to offer an exceptional service at a fraction of the cost compared to high net worth brokers in the city.

Additional services

Home or workplace visits within Oxfordshire £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.

Estate Agents

We have long standing relationships with high-end estate agents and can make a recommendation if necessary.


If required we can make a recommendation to a local solicitor who will work with you and us to ensure that your purchase proceeds smoothly.

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