Your Review is about you, not the Rate or the Return
Your Review is About You not the Rate or the Return At review time, clients often steer us towards the performance of their portfolio or the interest rates on their mortgage. Although these are important, the best advice we can give comes from understanding as much about you as we can. As Tony Alexander writes below, there’s a lot of different mortgage offers being put forward by the banks at the moment. Many are not advertised. We’ll share some recent examples of how we have been able to help clients by understanding a bit more about what’s changed and what’s important to them.
