Your goals, our expertise
Whether you are busy with family life, growing a business or planning your next investment, finding the right mortgage can be overwhelming and time consuming.
Your mortgage journey is unique. We work with you to ensure your short and long-term goals are met, whether it's buying a home, remortgaging or a strategic investment. Our experienced team will provide clear options, allowing you to make informed decisions for your future.
We go beyond simply finding your mortgage. Our proactive approach means we can advise in advance, adapt to trends and structure your finances to increase your chances of qualifying for the mortgage you want.
Our expertise extends into other areas too. Being part of a well established and successful financial planning firm means we understand the bigger picture and are well placed to support you on your journey.
Our process, step by step
Introduction
We’ll arrange a call with you to discuss your mortgage and protection requirements, your current situation and future plans. At the end of the call we'll give you an indication of what’s available to you based on your objectives and priorities.
We’ll also outline our fees and request payment so we can get to work on your case straight away.
Gathering data and paperwork
We’ll ask you to register for our secure client portal, complete your profile and send us your supporting documents. These are bespoke according to your situation but include proof of your identity, address, income and bank statements
Research
We’ll research the market to find the best option available to you based on your circumstances.
Recommendation
We’ll send you our recommendation in writing and arrange a further meeting if required.
Application
We’ll submit your application and liaise with the lender to provide any supporting documents and information they require to support your application to secure your offer.
Once you’ve received your offer we’ll continue to monitor the market to see if a better rate becomes available.
Review
We’ll get in touch with you around 6 months before the expiry of your product to start the process again.
Don't just take our word for it
Here's what our clients say
From day one, we've felt confident and secure in the advice offered to our family. They're our first port of call with any financial matters and we have already recommended them to all our friends."
Lee, Walthamstow
Client since 2015
I’ve used Providus and now Forest Mortgages for many years now, both on a personal and business level, and thoroughly value the advice given. It’s incredibly useful to be able to rely on a company and know that the personal side of your life is being taken care of. Advice given for our group of businesses in terms of debt restructuring and raising capital was also a valuable sounding board when negotiating terms with lenders over significant levels of finance.
Freddie, Leytonstone
Client since 2015
My experience with Forest Mortgages was a really positive one. My financial situation was complicated, navigating through a divorce while simultaneously buying this house. I found Ken personable, down to earth and most importantly resilient. We had multiple knock backs, but I don’t remember once hearing defeat or acceptance in his approach, he often called on his experience in how to approach lenders. Ultimately I think it’s that approach that really got us over the line. I’ll be forever grateful for the effort applied to get me a new home.
Steve, London
Client since 2016
Immediately I felt at ease… I trust their advice 100%
Michaela, Walthamstow
Client since 2015
Simplify your mortgage journey today
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