Fact Finding

information gathering for you

We need to do some information fact finding with you before we can start to move through the process of securing a suitable mortgage or protection insurance.

Lisa Parmley Mortgage Management is an appointed representative of Stonebridge Mortgage Solutions Ltd.  They are authorised and regulated by the Financial Conduct Authority.  This means that the details you give us are safely stored and not sold or provided to any third party without your prior consent.

The secure link in the button below is provided by Stonebridge Mortgage Solutions Ltd.  It links you to a safe place to give us the information we need as your mortgage and protection insurance broker. Should we request any documents, they can be uploaded here too.

You may find it useful to open the link whilst using either a tablet device (iPad or similar) or laptop/desktop computer.  These devices provide you with more screen space to complete the required sections.

If you have any questions or concerns just let us know.  Thank you.