YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
For mortgages we can be paid by commission, or a fee or a combination of both. Our fee is usually £249 for a standard case & £499 for a complex case. We will confirm before application if your case is standard or complex.
Balanced Financial Services Ltd, registered in England and Wales number: 10277422Registered address: 14 Draper Way, Norwich, Norfolk, NR5 9NA
Balanced Financial Services Limited is authorised and regulated by the Financial Conduct Authority
When providing advice on Mortgages and protection solutions it is essential that we fully understand your circumstances and requirements to help us to help you achieve your goals and provide suitable advice and recommendations.
In order to help us achieve this thorough understanding, we will need to complete a fact find. This will involve discussions regarding your current financial circumstances, your aspirations and your objectives. When advising on insurance options this will also include details of your personal health & lifestyle choices. We will not ask you for unnecessary information and all of the information you provide will be used in accordance with the requirements set out by the Data Protection Act.
When arranging a mortgage or policy lenders and providers will require evidence of identity, evidence of address and evidence of income. Many lenders and providers also reserve the right during the process of an application to request any further evidence they feel is necessary to reach an appropriate underwriting decision and we will always keep you informed of their requirements.
Charlie has been in the financial services industry since 1998 and is an active member of the Personal Finance Society, The chartered Insurance Institute and The Society of Mortgage Professionals. Charlie is passionate about advice being ADVICE and at Balanced Financial Services hard selling or pushy sales tactics simply don’ happen. Charlie can be reached on 07824 695852
Jinette has been in financial services for several years and has a penchant for contractor mortgages. Jinette has seen her customer base grow through recommendations and referrals which are testament to how her clients view the service they have received. Jinette can be reached on 07850 456684