Book your Mortgage Intro Call

If you're just starting to think about a mortgage, or have a few questions, let's have a chat. Book your Intro Call using the calendar below.

Learn more about our Mortgage Calls

What is an Intro Call?

If you’re new to us, the intro call is the best place to start. It’s a simple, no-pressure conversation where we’ll talk through your situation, what you’re hoping to achieve, and any questions you might have. From there, we’ll guide you on the best way forward.

How will my call take place?

It’s completely up to you how the meeting takes place. Whether that’s over the phone, on a Teams call, or face-to-face in our office, just select your preference when booking.

Is there a fee for the intro call?

No, there’s absolutely no cost for the intro call. We believe in offering support and guidance upfront, so you can ask all the questions you need—completely obligation-free.

How long will the call take?

Our intro call typically lasts around 30 minutes, giving us enough time to understand your situation, explain the process, and answer your initial questions.

What happens after the call?

After the call, we’ll email you with a summary of what we discussed, along with any next steps. There’s no obligation to proceed, but if you’re ready, we’ll guide you through the process from start to finish.

I can’t make my scheduled appointment—can I reschedule?

Of course! Life happens. You’ll find a reschedule button in your confirmation email, so you can choose a new time that works better for you.

First-time buyer workbook>>

Download your supporting documents >>

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.

Need Financial Planning Ltd is registered in England and Wales no. 10901658. Registered office, 123 High Street, Broadstairs, Kent, CT10 1NQ. Authorised and regulated by the Financial Conduct Authority. Need Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 977136. If you wish to register a complaint, please write to [email protected] or telephone 01843 228800. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.