SHARED OWNERSHIP MORTGAGES

Helping You Take Your First Step Onto The Property Ladder

Shared Ownership can make buying your first home more accessible by allowing you to purchase a share of a property while paying rent on the remaining share. We’ll explain how the scheme works, help you understand your options and recommend a mortgage that’s right for your circumstances.

Based in Dorset, providing mortgage and protection advice to clients across the UK by telephone, video and face-to-face appointments.

Based in Dorset
Advising Clients UK-Wide
Telephone, Video & Face-to-Face

YOUR HOME BUYING JOURNEY

Helping You Buy Through Shared Ownership

We'll explain how Shared Ownership works, answer your questions and help you find a mortgage that's suited to your circumstances and the property you're buying.

01

Understand the scheme

We'll explain how Shared Ownership works, including buying a share of a property and paying rent on the remaining share.

02

Review your affordability

We'll assess your circumstances and discuss the mortgage options available to you.

03

Recommend the right mortgage

WWe'll search our comprehensive lender panel and recommend a mortgage that's suitable for your Shared Ownership purchase.

04

Support your purchase

We'll guide you through the application process and work with your lender and solicitor through to completion.

IS SHARED OWNERSHIP RIGHT FOR YOU?

Could Shared Ownership Help You Get Onto The Property Ladder?

Shared Ownership can make home ownership more accessible by allowing eligible buyers to purchase an initial share of a property while paying rent on the remaining share. We’ll help you understand the key considerations before you apply.

01

Buy An Initial Share

You purchase a percentage of the property rather than the full value, subject to the scheme rules and your circumstances.

02

Smaller Deposit

Your deposit is usually based on the share you are buying, which may make the upfront deposit more manageable.

03

Pay Rent On The Rest

You’ll normally pay rent on the share you do not own, often to a housing association or provider.

04

Staircase Later

You may be able to buy additional shares in the future, known as staircasing, subject to the scheme terms.

05

Eligibility Requirements

Shared Ownership schemes have eligibility criteria, and lenders will also assess affordability and suitability.

06

Book A Mortgage Review

Want to understand whether Shared Ownership could be suitable?.

We’ll explain every stage clearly

From deposits and affordability to rent, service charges and staircasing, we’ll help you understand how Shared Ownership works and whether it may be suitable for your circumstances.

Mortgage adviser explaining Shared Ownership mortgage options to first time buyers.

HOW IT WORKS

How Does Shared Ownership Work?

Shared Ownership lets you buy an initial share of a property and pay rent on the remaining share. It can be a helpful route onto the property ladder, but it is important to understand the mortgage, rent, service charges and future options before applying.

01

Buy An Initial Share

You purchase part of the property, often with the option to buy more shares later if the scheme allows.

02

Mortgage Your Share

Your mortgage is usually based on the share you are buying, rather than the full property value.

03

Pay Rent On The Remaining Share

You will usually pay rent to the housing association or provider for the part of the property you do not own.

04

Increase Ownership Later

Staircasing may allow you to buy further shares in the property, subject to the scheme terms and affordability.

Your Share

This is the portion of the property you buy and usually fund with your deposit and mortgage.

Remaining Share

This is the portion you do not own. You will usually pay rent on this part to the provider.

Did you know?

Shared Ownership schemes can vary, including eligibility rules, rent, service charges and staircasing options. We’ll explain the mortgage side clearly and help you understand what to check before moving forward.

COSTS & CONSIDERATIONS

What Costs Should You Consider With Shared Ownership?

Shared Ownership can make buying a home more accessible, but it is important to understand the full monthly and upfront costs. Your mortgage, rent, service charges and future staircasing costs all need to be considered carefully.

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Deposit Requirements

Your deposit is usually based on the share you are buying, rather than the full property value.

Typical examples: initial share deposit, savings, gifted deposit considerations

Monthly Rent

You will normally pay rent on the share of the property you do not own.

Typical examples: rent on remaining share, rent reviews, provider terms

Service Charges

Some Shared Ownership homes include service charges, estate charges or management fees.

Typical examples: building maintenance, communal areas, estate costs

Mortgage Costs

You may need to consider product fees, valuation costs and other mortgage-related charges.

Typical examples: product fees, valuation fees, lender incentives

Staircasing Costs

If you buy more shares later, there may be valuation, legal and mortgage costs to consider.

Typical examples: valuation, legal work, additional borrowing

Legal & Valuation Fees

You will usually need legal support and may need valuations during the purchase or staircasing process.

Typical examples: solicitor fees, searches, valuation reports

Planning ahead makes all the difference

We’ll help you understand the costs involved with Shared Ownership, explain the mortgage options available from our comprehensive panel of lenders and guide you through each stage clearly.

SHARED OWNERSHIP QUESTIONS

Answers To Your Shared Ownership Questions

Shared Ownership can feel confusing at first because you need to understand the mortgage, rent, service charges and scheme rules together. Here are some of the questions we’re most commonly asked.

Ask Us About Shared Ownership

Whether you’re trying to understand deposits, rent, staircasing or eligibility, we’ll explain the mortgage side clearly and help you understand your options.

Need clarity?

Need Help With Your Mortgage?

Not sure which mortgage option is right for you? Book an initial conversation and we’ll help you understand the next steps.

Can I get a mortgage for a Shared Ownership property?
Yes. Many lenders offer mortgages for Shared Ownership properties, subject to their lending criteria and your individual circumstances. We’ll help you understand the options available from our comprehensive panel of lenders.
How much deposit do I need for Shared Ownership?
Your deposit is usually based on the share of the property you are buying rather than the full property value. The amount required will depend on the lender, your circumstances and the scheme rules.
What is staircasing?
Staircasing is the process of buying additional shares in your Shared Ownership property over time. Depending on the scheme, this may allow you to increase your ownership percentage and, in some cases, eventually own the property outright.
Will I pay rent as well as a mortgage?
In most Shared Ownership arrangements, you’ll have a mortgage on the share you own and pay rent on the remaining share owned by the housing association or provider.
Are there service charges?
Some Shared Ownership properties include service charges or estate management fees. These vary depending on the property and should be considered alongside your mortgage and rent when assessing affordability.
Can I buy more of the property later?
You may be able to buy additional shares later through staircasing, subject to the terms of the scheme, affordability and lender criteria. We’ll explain the mortgage considerations if this becomes relevant.
Can I remortgage a Shared Ownership property?
It may be possible to remortgage a Shared Ownership property, subject to the lender, your circumstances and the scheme rules. This can sometimes be considered when your current mortgage deal is ending or if you are staircasing.
Is Shared Ownership right for me?
Shared Ownership may be suitable if you are eligible for the scheme and looking for another route onto the property ladder. We’ll explain how it works, review your circumstances and help you understand whether it may be suitable for your needs.

LET'S START THE CONVERSATION

Ready To Discuss Your Mortgage?

Whether you’re buying your first home, moving house, remortgaging or looking for specialist mortgage advice, send us a few details and we’ll get back to you.

  • Comprehensive lender panel mortgage advice
  • Telephone, video and face-to-face appointments
  • Dorset based, supporting clients across the UK
  • Usually respond within one working day

READY TO TAKE THE NEXT STEP?

Let’s Talk About Your Mortgage & Protection Plans.

Whether you’re buying your first home, moving house, remortgaging, self-employed, a company director or looking to protect your family, we’re here to help you make confident decisions.

Comprehensive Lender Panel

Dorset Based, UK-Wide Advice

hello@conradfs.co.uk