The process that the agents went through with us in general was
Assessment of our current financial capability
Assessment of our risk appetite.
Information on what is possible out there
Plan and recommendations
Execution (sold existing property, new property purchase, etc)
My overall experience is that Ian is very focussed on our case. The steps taken were logical, advice was spot on.
In general very happy and satisfied. Ian are clearly more competent than most agents I know.