What Happens Next
Here's exactly what to expect. Our process is simple, secure, and completely free for you.
Click the button below to visit our secure portal. New users will need to create a free account first — it only takes a minute. Once signed in, complete the online questionnaire so our brokers can understand your situation.
Go to questionnaireAfter completing the questionnaire, you'll be prompted to securely upload supporting documents (e.g. payslips, bank statements, tax returns). This allows our brokers to provide you with accurate options quickly.
Once onboarded, you'll gain access to your personal Portfolio — a dedicated page that gives you a clear picture of your asset position and cashflow. Your broker will walk you through this in your first consultation.
A broker will contact you shortly
Once you've submitted your questionnaire, one of our Owlfinance brokers will reach out to discuss your options. There's no obligation and no cost to you.