I aim to provide clients with a professional and reliable service
Please note that this page is for professional advisers only, and is not intended for the general public.
Whether you are an IFA, an estate agent, a solicitor or an accountant, you will come into contact with people needing mortgage advice. I already work with several professionals in each of these fields and aim to provide them and their clients with a professional and reliable service. In addition, I am in a position to remunerate you for business referred, to help generate additional income streams for your business, as well as the possibility of reciprocal business.
I am an IFA
Many IFA’s find they don’t have the time or the day to day knowledge to advise their clients on mortgages. I have several IFA’s who regularly refer their clients to me. I provide a professional and speedy service to these clients, along generous remuneration to the IFA for written business. I appreciate how important it is that you are able to trust that the mortgage adviser is able to provide a professional service that reflects on you as well as being able to trust that the clients you pass across to me remain ‘your’ clients for all other aspects of financial advice and I have a long and proven track record with regards to this.
I am an accountant
The self employed can find it more difficult than employed clients when it comes to getting a mortgage agreed. I have experience in helping the self employed with regards to this, whether they trade as sole traders, partnerships or ltd companies. I can help clients who don’t have 3 years accounts or even 2 years accounts, and have experience with lenders who assess account’s and trading history in different ways.
I am an estate agent
I understand that it is important to most estate agents that the vendors and purchasers in their chains move quickly and efficiently when it comes to arranging their finances. I work with local estate agents to provide this service for those buying or selling through them. I always ensure that I keep estate agents referring clients to me up to date with the progress of the application.
I am a solicitor
It is important for any solicitor to know that if they are referring clients to a third party, that they can trust that third party to do a professional job. With over 10 years experience, and other local solicitors already referring clients to me, I have the experience and track record to offer your clients this service.