Joining Process
Joining Process
1. Enquiry/Register Your Interest
Reach out to us to express your interest.
Book your Discovery call today, explore the range of options, NOW.
2. Initial (2-way) Exploratory Meeting
We'll discuss your needs and how we can support you.
3. Follow-Up Meetings/Demos (As Required)
Additional discussions to fine-tune your support plan.
4. Terms of Engagement Issued
We'll provide you with detailed terms of engagement.
5. Agreement Reached & Contract Signed (Subject to Referencing)
Finalise the agreement and sign the contract.
6. Fit & Proper Referencing
Complete the necessary referencing process.
7. Induction Course
Attend an induction course to familiarise yourself with our network.
8. Begin Trading/Advising
Start your journey with Adviser Circle.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR OTHER LOANS SECURED AGAINST IT.
THERE MAY BE A FEE FOR MORTGAGE ADVICE, THE PRECISE AMOUNT WILL DEPEND ON YOUR CIRCUMSTANCES, OUR TYPICAL FEE IS £395
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Mortgage and More is Authorised and Regulated by the Financial Conduct Authority. The Financial Service Register Number is 651274
The Financial Conduct Authority does not regulate some forms of Buy to Lets.
There may be a fee for mortgage advice. The precise amount will depend on your circumstances, but will be agreed with you before proceeding.
Mortgage and More is a Limited Company. Registered Address: Mortgage and More; 9 Balas Drive, Siitingbourne, Kent. ME10 5AS Registered in England and Wales under number 06437752
We always aim to provide a high-quality service to our customers. However, if you encounter any problems, in the first instance please write to the registered address above, email or call Mortgage and More outlining your complaint, if we are unable to resolve this, you can take your complaint to an independent Ombudsman. Our advice is covered under the Financial Ombudsman Service (www.http://www.financial-ombudsman.org.uk/consumer/complaints.htm).
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Some calls maybe recorded for training and monitoring purposes.