Consultation
Tailored Guidance For Your Situation
To give clients personalised, expert advice on all things property, whether they’re
unsure how to start, scale, dispose of or improve their portfolio.
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Regulation & Compliance Advice – keep clients up to date and protected
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Market Insights – honest, up-to-date local data and trends
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General Advice – transparent advice on property queries Further services are available for a fee
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Portfolio Reviews – assess performance & identify opportunities
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Strategy Sessions – bespoke guidance tailored to client goals
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Action Plans – step-by-step recommendations
Consultation Process
Client Enquiry
The client makes contact via phone, website, or referral, and basic details are gathered to understand their initial needs.
Consultation Booking
A personalised consultation is scheduled—either in person or virtually—to explore the client's goals, property requirements, and timeline.
Needs Assessment
& Proposal
Following the consultation, a tailored service plan is created, including market insights, service scope, and next steps for engagement.
Service Delivery
The bespoke property consultation is carried out—this may include market research, property sourcing, viewings, or valuation advice.
Follow-Up & Ongoing Relationship
The client receives a post-consultation summary, with the option for continued support, future services, or full estate agency engagement.
