Buying your first home

First-Time Buyer Mortgage Advice

Understand your budget, deposit and lender options before making an offer. We guide first-time buyers from an initial affordability review through to mortgage offer.

  • Clear guidance from the start
  • Options for straightforward and complex cases
  • Initial enquiry does not affect your credit score

From deposit to keys

Your first mortgage should start with a workable budget.

A first-time buyer mortgage is assessed using your income, deposit, regular commitments, credit history, mortgage term and the property you plan to buy. The advertised rate is only one part of the decision; fees, incentives, monthly affordability and lender criteria also matter.

Getting advice early can help you understand how much deposit you may need, what documents to prepare and whether an agreement in principle is sensible before you begin viewing properties.

Deposit and loan-to-value

The deposit affects the percentage you need to borrow. A larger deposit can open different product ranges, but the funds and their source must be acceptable.

Agreement in principle

An initial lender assessment can indicate possible borrowing and help demonstrate that you are prepared, although it is not a mortgage offer.

Credit and commitments

Loans, credit cards, car finance, childcare and other regular costs can affect affordability even when payments are maintained.

Purchase costs

Budget for legal work, surveys, searches, mortgage fees, insurance and any property tax due, rather than using every available pound as the deposit.

Make an informed comparison

What first-time buyers need to decide

The right mortgage should be affordable now and remain suitable if rates, income or household costs change.

01

How much deposit should I use?

Keeping some savings back for legal costs, furnishings and emergencies may be more sensible than using the maximum possible deposit.

02

Fixed or variable rate?

A fixed rate gives payment certainty for an agreed period. Variable and tracker rates can move and may offer different flexibility or early repayment terms.

03

How long should the term be?

A longer term can reduce the monthly payment but usually increases total interest. The term also needs to fit the lender’s maximum age and affordability rules.

04

Which property types are acceptable?

Flats, new builds, shared ownership, non-standard construction and properties above commercial premises can have different lender criteria.

The advice process

How CoG Financial can help

We gather the relevant facts, compare suitable routes and explain the costs and risks before you decide whether to proceed.

01

Understand your finances

We review income, deposit, commitments, credit history and likely purchase costs.

02

Prepare an agreement in principle

Where appropriate, we identify a suitable lender for an initial decision based on the information available.

03

Review the property and mortgage

After your offer is accepted, we compare suitable products and check the property against lender criteria.

04

Apply and progress the case

We help organise documents, submit the application and communicate with the lender through valuation and offer.

First-time buyer circumstances we can discuss

  • Small-deposit and high loan-to-value options
  • Gifted deposits from family
  • Shared ownership purchases
  • Self-employed or contractor income
  • Overtime, bonus and commission income
  • Previous missed payments or other credit issues
Not sure which route fits?

Use the enquiry page and select the option closest to your plans. An adviser can clarify the route after reviewing the initial details.

Common questions

First-Time Buyer Mortgage Advice FAQs

How much deposit does a first-time buyer need?+

The minimum depends on lender availability, the property and your circumstances. Some products may be available with a smaller deposit, while a larger deposit can provide more choice and potentially different pricing.

Does an agreement in principle guarantee a mortgage?+

No. It is an initial indication based on limited information. The full decision depends on verified documents, a credit assessment, the property valuation and the lender’s criteria at application.

Can my family gift my deposit?+

Many lenders accept gifted deposits, usually subject to a declaration confirming the funds are a gift rather than a repayable loan. The donor’s identity and source of funds may need to be evidenced.

Can I get a mortgage with student loan deductions?+

Student loan deductions are commonly considered within affordability. The effect varies between lenders and depends on income, the deduction and your other commitments.

Can first-time buyers purchase through shared ownership?+

Yes, subject to the housing association, property and lender criteria. You normally buy a share and pay rent on the remaining share, with both costs included in affordability.

What documents will I need?+

Common requirements include identification, proof of address, bank statements, payslips or self-employed income evidence, deposit evidence and details of financial commitments.

Ready to discuss your options?

Complete the short enquiry so the team can understand what you are looking to achieve and direct you to an adviser experienced in that area.

Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.