What this guide covers
Use this guide to structure your own provider research. Unverified legacy provider lists are not reproduced here. This is not an independent review, recommendation or performance comparison.
Before appointing a provider for HMO investment advice
- Does the appraisal use evidenced rents, running costs and a realistic works budget?
- Who checks local planning and licensing constraints before an offer?
- Which advice is excluded and needs a solicitor, surveyor, lender or tax adviser?
Record each answer and request written scope and terms before deciding. These are selection questions, not a verification of any provider.
Questions to take into your checks
- Ask each firm to confirm its current scope, coverage, fees and any registrations that apply.
- Request written terms and confirm who will deliver the work before you instruct a firm.
- For legal, tax, finance or regulated decisions, obtain advice from an appropriately qualified professional.
A practical way to compare providers
- Start with a written brief: the asset, location, budget, timing and decisions you need help with.
- Compare each provider’s scope line by line, including what is excluded and whether they act for another party on the same matter.
- Ask for the fee basis, engagement terms and any potential conflicts in writing before sharing confidential information.
- Check any registrations, qualifications or professional memberships directly with the relevant authority where they matter to your decision.
- Keep your own advisers involved for valuation, survey, legal, tax, lending and regulated matters.
