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Mortgage Brokers in South Wales - Greg Roberts & Co

Full Name Client 1:

Full Name Client 2:

Date of Birth Client 1:

Date of Birth Client 2:

Email Address:

Home Phone:

Work Phone Client 1:

Work Phone Client 2:

Mobile Phone Client 1:

Mobile Phone Client 2:

What is the best time for a Mortgage Professional to contact you to help sort out your Ideal Mortgage?

Preferred Time:

Who should they best Contact to discuss your Mortgage Requirements?

Client 1: Client 2:

Current Address

Old Address (If less than 3 years at Current Address)

Resident UK Area:

UK Home Address:

UK Postcode:

How long have you lived at this address?

Are you on the Electoral Roll?

Client 1: Client 2:

Occupation client 1:

Occupation client 2:

Time in job client 1:

Time in job client 2:

Mortgage Type Required:

The Financial Conduct Authority does not regulate some aspects of commercial mortgages and buy to let mortgages

Property Purchase Price/Valuation:

Mortgage Sum Required:

Mortgage Duration Required (years):

Property Position:

Mortgage Option Required:

How Soon Do You Need The Mortgage:

Mortgage Redemption Penalty:

Yes: No:

If ticked yes, approximately how much:
Expiry Date:

Existing Mortgage Outstanding:

Current Mortgage Lender:

Credit Problems (eg CCJ's):

Satisfied?

Yes: No:

Yes: No:

If you have ticked yes to the credit problems question, please give as much detail as possible in the comments box, ie nature of problem, dates and amounts. It is important to know if you have missed any mortgage payments, and if so how many and when

Client 1 - Current Annual Gross Salary:

£ p/a. Employed: Self Employed:

Client 2 - Current Annual Gross Salary:

£ p/a. Employed: Self Employed:

Please give your best estimate of income if you are self –employed

Deposit Available:

Comments:

I Agree

IMPORTANT WARNING NOTE: Providing inaccurate or false information may mean that we are unable to provide advice which is suitable for your current needs and circumstances’ for example. We suggest removing the word ‘Free’ in relation to this facility, particularly where the firm may charge a fee for advice.

Please untick box if you do not want us to authorize a credit search at this time

Listed on UFindUs for Mortgages

The Financial Conduct Authority does not regulate some aspects of commercial mortgages, buy to let mortgages and loans
We are entered on the FSA Register No 312828 at www.fsa.gov.uk/register

Consumer Credit Licence # 631501.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER DEBT SECURED ON IT

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