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Straightforward guides written by our advisers, covering the questions clients ask us most. Enter your details and the PDF is yours to keep.

Cover of the First-Time Buyer’s Guide
BuyingPDF · 13 pages

First-Time Buyer’s Guide

From deposit to completion day: what lenders look at, what it really costs and how long each step takes.

Cover of the High & Ultra-High Net Worth Guide
Private clientsPDF · 13 pages

High & Ultra-High Net Worth Guide

How lenders assess complex wealth, private banks, structuring large loans and the 2026 tax landscape.

Cover of the Remortgage Guide
RefinancingPDF · 13 pages

Remortgage Guide

When to start, product transfer or remortgage, raising capital and how to avoid the standard variable rate.

Cover of the Buy-to-Let Guide
InvestingPDF · 13 pages

Buy-to-Let Guide

Rental stress tests, personal or limited company ownership, portfolio landlords and the 2026 rules.

Cover of the Politically Exposed Persons Guide
Public officePDF · 12 pages

Politically Exposed Persons Guide

Who counts as a PEP, the 2024 and 2025 rule changes, source of wealth and preparing a case with discretion.

Cover of the Self-Employed Mortgage Guide
IncomePDF · 13 pages

Self-Employed Mortgage Guide

Accounts, SA302s, retained profits and contractor day rates and how to present them to lenders.

Cover of the Buying UK Property from Overseas
InternationalPDF · 13 pages

Buying UK Property from Overseas

Visas, foreign income, currency and the lenders who work with non-UK residents.

Cover of the Protecting Your Home & Family
ProtectionPDF · 13 pages

Protecting Your Home & Family

Life cover, critical illness, income protection and buildings insurance, explained without jargon.

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