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Our values

Our values

Portman Rise: Values

At Portman Rise, we are guided by a set of core values that define our approach to mortgage lending and customer service.

Market Knowledge

  • We stay up-to-date on the latest market trends, mortgage products, and regulatory changes to ensure we provide the most relevant and accurate advice to our customers.
  • We leverage our extensive market knowledge to negotiate the best possible mortgage rates and terms for our customers.
  • We proactively communicate any changes in market conditions or regulatory requirements to our customers, ensuring they are kept informed and empowered to make informed decisions

 

Tailored Solutions

We believe in understanding each customer's unique needs and goals to provide tailored mortgage solutions that fit their individual circumstances.

  • We take a holistic approach to mortgage advice, considering your income, expenses, credit history, and future plans to ensure you secure the right mortgage for your needs.
  • We are committed to providing clear and transparent information throughout the mortgage process, ensuring you understand the terms and conditions of your mortgage and make informed decisions.

Consumer Duty

  • We are committed to upholding the FCA's Consumer Duty, which places a high standard of care on mortgage firms to ensure their products and services are designed to meet customer needs and avoid causing harm.
  • We prioritise acting in good faith towards our customers, putting their interests at the heart of everything we do.
  • We provide clear and understandable information to our customers, enabling them to make informed decisions about their mortgages.
  • We are committed to treating our customers fairly, ensuring they are not disadvantaged or misled.
  • We have robust complaint handling procedures in place to address any customer concerns promptly and effectively.
  • Our values are the foundation of our business, and we are committed to upholding them in everything we do. We believe that by putting our customers first and acting with integrity, we can provide a truly exceptional mortgage experience.

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Market Knowledge

Our Comprehensive market knowledge, can offer invaluable insights and advice to clients

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Tailored Solutions

We take the time to understand the financial situation, goals, and preferences

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Consumer Duty

Putting our customers first, in line with the FCA's Consumer Duty.

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Ways to protect your future and loved ones

Private Medical Insurance

    • Reduced waiting times for diagnosis and treatment
    • Access to a wider range of treatments and specialists
    • Greater control over healthcare decisions
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Critical Illness Cover

    • Financial protection against life-changing illnesses
    • Easing financial burden on loved ones
    • Meeting ongoing expenses
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Income Protection

    • Financial stability in the face of illness or injury
    • Maintaining your lifestyle
    • Protecting your savings and assets
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