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Clients Portal

Existing Clients Portal

Making it easy for our clients to exchange documents and sensitive information.

Welcome to your Portal   

The Clients Portal is a digital enhancement enabling our clients to interact with their adviser securely and remotely. This deployment offers an easy to use client interface assisting with the exchange of documentation and messaging in a secure, encrypted environment. 

With our Clients Portal you can have peace of mind that your information is always safe. With individual account logins for each mortgage applicant, our secure portal service helps you easily share files and track your application without compromising on security, privacy, or convenience.

Our portal is very easy to use and we have put together a guide to help you make the most of all its features. 


24-hour access from smart phones, tablets and computers



Keeping you up to date with the progress of your case




Safely share documents and sensitive information



WHAT SETS US APART

Why Clients Choose Fairview Financial

Access to the Whole Market

As independent brokers, we’re not tied to any lender. We search the whole of the mortgage market, working with over 90 lenders and thousands of products, to find the right solution for your circumstances.

Experience Where It Matters

Our team brings decades of combined experience, including complex cases many brokers avoid. Every recommendation is fully independent and based on what’s right for you, not what’s easiest.

Personal Support from Start to Finish

You’ll never be passed around. From your first enquiry through to completion, you’ll have a dedicated broker and case manager handling the paperwork, chasing progress, and keeping things moving.

Your Information, Securely Handled

Your data matters. Our encrypted client portal lets you upload documents and track your application securely, giving you peace of mind at every stage.

Advice That Fits Your Schedule

Mortgages don’t always fit into office hours. That’s why we offer flexible appointments, including evenings and Saturday mornings, so you can get advice when it suits you.

Trusted by Hundreds of Clients

With over 400 five-star reviews, our reputation is built on clear advice, honest conversations, and results. Clients recommend us because we put their interests first, every time.

Let us call you back 

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Fairview Financial Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. Fairview Financial Ltd is registered in England and Wales no: 10912424. Registered office: 107 Promenade, Cheltenham, GL50 1NW.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

@ 2020 by Fairview Financial

Our Fees        

A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

Our standard fee for mortgages is £395 and this is paid when the mortgage is offered. We charge a fee of £295 First-Time Buyers. Other fees may apply depending on the complexity of the work involved or loan amount. The maximum fee we can charge is £795.

Our standard fee for Equity Release is £895 and this is paid on completion.

We also receive a commission from the lender that will vary depending on the lender, product or other permissible factors. The nature of any commission model will be confirmed to you before you proceed. If we receive a commission, this will not affect the cost payable by you.

THINK CAREFULLY ABOUT SECURING OTHER DEBTS AGAINST YOUR HOME.

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

BUY TO LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

EQUITY RELEASE: THIS IS A LIFETIME MORTGAGE. TO UNDERSTAND THE FEATURES AND RISKS, PLEASE ASK FOR A PERSONALISED ILLUSTRATION. CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE.


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