How We Do It

Our Process

We operate a clear and transparent process with our clients that consists of five easy stages.

  • 01


    Our initial meeting and completion of the fact find document (including supporting information), collection of required ID and Utility bills and acceptance of our privacy notice. (Download Here)

  • 02


    Acceptance of our proposal document.

  • 03


    Solutions search based on the information we gather from you and the proposal we create – this could be the identification of lenders or evidence gathering.

  • 04


    Signed Terms of Business, agreement on how to proceed and preparation of any product application(s).

  • 05


    Any further requirements from the funder(s) and final delivery of our agreed solutions.


Only once our clients are satisfied will we ask you to pay any of our fees – all fees will be agreed with you in advance so you won’t have any surprises.