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How it works

A controlled buying process, from brief to completion.

You are not paying for a few Rightmove links. You are paying for a process – each step reduces the chance of an expensive mistake and moves you closer to the right property.

Tell us about your purchase

The steps

Phase 01

Define

  1. Step 1: BriefHow you live, why you’re buying, budget, finance, areas, commute, schools, must-haves, compromises, no-gos and timing.

  2. Step 2: Search strategyWhere and what we look for; fixed criteria versus acceptable compromises.

Phase 02

Find

  1. Step 3: Property searchMarket monitoring, agent conversations, information gathering.

  2. Step 4: ScreeningProperties with obvious problems or a poor fit are removed early.

  3. Step 5: ShortlistThe best options with context and open questions.

  4. Step 6: ViewingsWith you or on your behalf.

Phase 03

Assess and negotiate

  1. Step 7: Property assessmentLocation, micro-location, sold comparables, condition, tenure, risks, saleability.

  2. Step 8: Offer strategyWhether to offer, at what level, with which arguments, and where to walk away.

  3. Step 9: NegotiationThe best terms available, without crossing your limit.

Phase 04

Complete

  1. Step 10: Offer acceptedThe legal, financial and technical work begins.

  2. Step 11: Transaction coordinationWe track progress with the agent, broker, solicitor and surveyor and explain each step.

  3. Step 12: Exchange and completionThe purchase becomes binding, then complete.

The right specialist for each part of the job

We don’t pretend one firm replaces every professional. A good purchase relies on a team:

  • Mortgage broker / adviser

    Finance and your mortgage.

  • Solicitor / conveyancer

    Legal checks and conveyancing.

  • Surveyor / valuer

    The survey and, if instructed, a formal valuation.

  • Technical specialists

    Structure, services or planned works, when needed.

  • Other advisers

    Planning, tax or structuring, depending on the purchase.

We spot the issue, bring in the right person, help you understand what they tell you and keep everything moving. Already have your own broker or solicitor? We’ll work with them.

What we don’t do

So you always know where you stand:

  • We don’t give legal advice in place of a solicitor.
  • We don’t give regulated mortgage advice in place of a broker.
  • We don’t give individual tax advice.
  • Our price opinion is not a formal RICS valuation.
  • We don’t guarantee growth, savings, a mortgage, planning permission or future value.

Knowing the limits of our role – and using the right experts – is part of doing the job properly.

Ready to start with a brief?

Tell us about your purchase

or call 07342 434403

Get an offer