Your Investment Journey
Once we've had an initial conversation and established that we're a good fit to work together, our onboarding process is designed to ensure everything is completed securely and efficiently before we begin sourcing opportunities on your behalf.
1Initial Discovery Call
We'll discuss your investment goals, budget, preferred strategy and the type of property you're looking for.
2Investor Onboarding
If you decide to move forward, we'll complete the necessary onboarding, including identity verification, anti-money laundering (AML) checks and proof of funds. These checks are required by UK regulations before we can source property opportunities for you.
3Investor Commitment Fee
Once onboarding is complete, a commitment fee secures your place as an active investor client. This allows us to dedicate time and resources to sourcing properties that meet your specific investment criteria.
4Property Search
We'll begin actively sourcing suitable opportunities, carrying out due diligence and presenting properties that meet your agreed requirements.
5Reservation & Purchase
Once you decide to proceed with a property, we'll guide you through the reservation, purchase and handover process, working alongside all relevant parties to ensure a smooth transaction.
Investor Commitment Fee
To become an active sourcing client, we ask for a £500 commitment fee.
This fee allows us to:
Complete all required AML and compliance checks
- Verify proof of funds
- Dedicate time to sourcing properties that match your investment criteria
- Prioritise your property search
- The commitment fee is non-refundable, as it covers the work carried out during onboarding and the initial sourcing process. However, it is deducted from the fee on your first successfully secured property, so it forms part of your overall investment rather than being an additional charge.
If this sounds like something you would like to get started on, please click below to book a call with me via WhatsApp.
- Verify proof of funds
What happens when we find an opportunity?
1Property identified
2Initial due diligence
3Investment appraisal
4Your approval
5Negotiation
6Professional team instructed
7Compliance coordinated
8Completion
9Property management
Join Our Investor Network
Join our investor network and be among the first to receive carefully selected investment opportunities in Bath.
We'll also share market insights and updates as we identify opportunities that align with our investment approach.
No spam. No pressure. Just thoughtfully selected opportunities and honest communication.
Professional Standards:
✔ HMRC Anti-Money Laundering Supervision
✔ Property Redress Scheme Member
✔ ICO Registered
✔ Fully Insured
Operating to recognised UK professional and regulatory standards.
Disclaimer: All investment opportunities are subject to availability and independent due diligence. Figures relating to rental income, refurbishment costs, yields and projected returns are provided in good faith but should not be relied upon as guarantees. Investors should obtain independent legal, tax and financial advice before proceeding with any investment.