Book your Strategy Call

The Strategy Call is an in-depth consultation designed for those who are ready to explore specific figures and tailored recommendations. Prior to the call, you’ll complete a fact-find form providing key details, allowing your adviser to conduct initial research and prepare insights relevant to your situation.  

During the call, you’ll have the opportunity to discuss your goals, review detailed calculations, and receive strategic guidance based on your circumstances. We will also cover relevant insurance products that go hand in hand with your mortgage goals. This session is ideal if you’re looking for a comprehensive discussion and well-informed next steps.  

If you’re still exploring options and would prefer a brief introductory chat, our Intro Call may be a better starting point.

The format of your call depends on the type of appointment you’ve booked:

Intro Calls will take place either over the phone or via Microsoft Teams.

Strategy Calls are typically held via Microsoft Teams, but if you’d prefer to meet in person at our Broadstairs office, just reply to your confirmation email to let your adviser know.

No, there’s absolutely no cost for the call. We believe in offering support and guidance upfront, so you can ask all the questions you need—completely obligation-free.

That’s okay! If you’re unsure, just pick the one that feels closest to your situation. During the call, we’ll make sure we’re focusing on the goals that matter most to you. And if you need further guidance, feel free to reach out before booking.

Most Strategy Calls last around 45-60 minutes, although we block out 90 minutes to ensure we have plenty of time to explore your situation in depth, assess your mortgage options, answer all of your questions and outline the best way forward.

After the call, we’ll email you with a summary of what we discussed, along with any next steps. There’s no obligation to proceed, but if you’re ready, we’ll guide you through the process from start to finish.

Of course! Life happens. You’ll find a reschedule button in your confirmation email, so you can choose a new time that works better for you.

While it’s not essential, providing documents like proof of income, your credit report, and recent bank statements before the call can be really helpful. It gives your adviser a chance to review your information and identify any potential hurdles ahead of time, so you can get the most out of your Strategy Call.