DFMDirect Financial
Management UK Ltd
← Back to DFMMortgage advice

Product transfers

Review a new mortgage deal with your existing lender.

Explore this service
Mortgage advice

Review the options with your current lender.

A product transfer involves moving to another mortgage product with your current lender. Discuss the options available through DFM alongside fees, existing deal dates and any early repayment charge.

How DFM helps

We review your needs and circumstances, assess suitable options available to us and explain our recommendation and costs. If you choose to proceed, we support the application and the documents required.

What we consider with you

  • Find your current deal end date and mortgage balance.
  • Compare the rate, product fees and features.
  • Discuss whether a product transfer or remortgage could meet your needs.

Important considerations

Eligibility and any affordability requirements depend on the lender and changes requested. DFM cannot access every lender or every product.

We advise on a range of lenders available to us. We cannot access every lender or product; some lenders do not accept business from single-adviser firms.

Meet your advice team

General information, not a personalised recommendation.