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Step-by-step • Clear • Efficient
How It Works
Our process is designed to meet lender requirements while ensuring you fully understand the obligations you are being asked to assume. The advice meeting is private, structured and focused on practical risk.
The 4-step process
1
Send documents & deadline
Email the lender pack, certificate wording (if any), and your completion date.
2
Checks & appointment confirmation
We complete conflicts/ID requirements and confirm the appointment format.
3
Private advice meeting
We explain legal effect, scope of liability, key clauses and enforcement routes.
4
Signing & certification (where appropriate)
We witness signatures and complete the lender confirmation/certificate as required.
What to send us
- Facility / offer letter (if available)
- Guarantee / indemnity document(s)
- Security documents (e.g., legal charge) if applicable
- Lender ILA certificate wording or completion instructions
- Names of parties and your target completion/drawdown date
What we focus on in the meeting
- How and when liability arises
- Whether liability is limited/unlimited and how it can increase
- Key clauses (all monies, continuing security, joint & several)
- Practical enforcement pathways and risks to personal assets
FAQs
Is the meeting confidential?
Yes. The advice is provided to you privately and independently.
Where are you based?
We are based at 75 King William St, London, EC4N 7BE and serve clients UK-wide.
What if I have concerns about a clause?
We will explain what it means and the practical risk, so you can decide whether to proceed or raise questions with the lender/broker.
Note: We provide legal advice on the documents and obligations. We do not provide financial advice or assess the commercial merits of the facility.