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  • 6. We have some advisers who speak additional languages. If possible, which of the following languages would you prefer your adviser to use to have conversations with you?

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Why do we offer our clients gender options?

We always provide our services without discrimination. However, we understand and respect that in certain situations, a client may have a valid reason for preferring a mortgage adviser of a specific gender. We aim to accommodate these preferences when possible: 

  • Cultural or Religious Reasons: Some clients have cultural or religious beliefs that limit their interactions with individuals of a certain gender.

  • Personal Comfort and Trust: Discussing personal finances and private information can be sensitive. A client might be more comfortable or find it easier to trust an adviser of a certain gender, possibly due to past experiences or personal comfort levels.

  • Language and Communication Styles: Effective communication is key in financial advising. Some clients may feel an adviser of a particular gender better understands their way of communicating or their needs.

  • Gender-Specific Experience or Expertise: Occasionally, a client may look for an adviser of a specific gender due to their experience or expertise in handling issues particularly relevant to that gender. For example, a female client may prefer a female adviser who is experienced in managing mortgage issues that affect women, like the implications of maternity leave on mortgage applications.