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What we do

At Axinvest we ensure we take the time to understand your needs, goals and preferences before making any recommendations. We take the following steps to do this:

Initial contact

At a time that suits you via zoom, telephone or in person. We will ascertain your needs and requirements and you will submit your financial documents to us.

FactFind Meeting

We will collate your financial docs which will enable us to develop a better understanding of your financial situation and requirements. We will provide you with information about our service, the type of advice we offer and explain the costs involved. If there is anything you want to discuss, your initial FactFind meeting is the perfect time to ask any questions you may have.

Prepare Our Recommendations

Using the information provided to us, we will research the markets to review different products and providers for the most cost effective options available to you, These options are then analysed further and we prepare our recommendations to best suit you.

Presenting Our Recommendations

We will explain why we have chosen specific financial products for you and outline their features.

Implementing Recommendation

Once agreed by you we will process and complete all the necessary paperwork and liaise with all the parties involved to ensure the products are in place by deadlines set.

Review

We will keep in contact with you and review your situation as and when needed.

About Axinvest Mortgages & Insurance

Axinvest provides a service for those looking to purchase their first home, moving home or looking to re-mortgage.

We also help with buy to let and development finance for both businesses and individuals. We use a comprehensive list of lenders ensuring we can find the right product that will suit your requirements. We source from an extensive list of insurers to make sure we choose the right insurance for both you and your family.

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Axinvest

Axinvest Mortgages and Insurance provides you with a service to get you the most appropriate product for your mortgage and insurance needs. 

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Your home may be repossessed if you not keep up mortgage repayments
Axinvest Mortgages is a trading name of Black Label Finance Limited who is an Appointed Representative of TMG Mortgage Network. TMG Mortgage Network is a trading style of TMG Direct Limited which is authorised and regulated by the Financial Conduct Authority under Firm Reference No: 786245 and registered with the Data Protection Act 1998 Registration No: ZA178200.
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