The structured information-gathering stage at which a mortgage adviser collects details about a client’s circumstances, objectives, and needs to support advice.
By Justin Whitelock
Founder of Mortgage London (a trading style of City Finance Brokers Limited, authorised and regulated by the Financial Conduct Authority, FCA No. 766295)
The structured information-gathering stage at which a mortgage adviser collects details about a client’s circumstances, objectives, and needs to support advice.