Stockton Heath Mortgage Advisors

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    Assured Wealth & Estate Planning Solutions work in conjunction with Express Mortgages to assist you with Warrington Financial Advice and Stockton Heath financial advice. Book a free mortgage review today by filling in the form on this page or call our friendly Stockton Heath IFA and Warrington IFA team on 01925 396122.

    The mortgage application process

    A Warrington financial planner is much more than simply a mortgage broker. We search the entire market unlike many of our competitors who will only recommend companies that pay them to do so. We guide you through the steps of the mortgage process – consistently acting on your behalf and giving you a personalised service. We are aware that people appreciate expert advice and we can be trusted to take care of you. Our team of specialists are experienced in mortgages and will keep in touch with you so you are updated on progress through the following steps:

    Fact Finding

    We need to find out what you need from your mortgage. Unlike high street banks, who only advise your on their own products we design your mortgage to be tailored to your needs, scouring the market to find the best product for you.

    Agreement in Principle (AIP)

    We send out product information about your selected mortgage and our AIP team chases up the financial agreement from the lender – this is usually completed within a couple of working days.


    The Case Management Team will need some documentation from you such as proof of identity. Once this paperwork has been obtained they finish off the application and submit it. The Insurance Team will contact you to talk through your options for mortgage cover.

    Formal Offer

    The formal offer contains the terms and conditions of your final mortgage. It is issued when income references and surveyors reports have been completed. A copy is sent out to you, your solicitors and to us.

    The Legal Process

    Your solicitor then gathers together all of the legal documents, getting to to sign where needed. They may ask for extra documentation during the process and this can affect timescales. We can liaise with your solicitors on your behalf.


    When your application is complete, funds are released. Our service doesn’t stop there: we will stay in touch and keep you up-to-date with news and mortgage reminders.

    For more information on Assured Wealth & Estate Planning Solutions’ Warrington Financial planners, Stockton Heath Financial planners or any of our other services, call us on 01925 396122.

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