What happens when you get in touch
A useful first conversation starts with what you want to achieve. You may be buying a property, reviewing an existing mortgage or looking at insurance. Tell us where you are in the process and anything you would like to discuss.
We can explain how our advice service works and what information may be needed. Before proceeding, ask your adviser about any charges that apply. Our Terms of Business explain the service and fee arrangements.
You can also read about Count Ready and our adviser before getting in touch.
- Explain what you would like help with
- Discuss the information needed
- Ask about the service and any fees
- Agree the next step with your adviser
