Partners — Accountants
A mortgage partner for accountants and tax advisers
Company directors and business owners are often the clients standard mortgage processes serve worst — income structured for tax efficiency doesn't always translate simply onto a lender's affordability calculator. We specialise in exactly this.
Frequently asked questions
Do you understand director's dividend and retained-profit income?
Yes — this is a core part of our client base, including single-director companies, multi-year averaging and lenders with more flexible criteria for business owners.
Will you ask me directly for figures, or always go through the client?
Only with the client's explicit consent, and only what's needed for the specific case — we won't contact your practice speculatively.
Who this is for
- Chartered and certified accountants with director and business-owner clients
- Tax advisers whose clients ask about property finance
- Firms with self-employed and contractor clients
- Practices wanting a specialist mortgage referral partner rather than a generalist broker
How it works
Introduce
Refer a client — director, sole trader, partnership or contractor — considering a purchase or remortgage.
Complex income assessed properly
We work with dividend, retained profit, contract-rate and multi-year income structures that a generalist broker may not.
Coordination where useful
With consent, we can request the figures we need directly, minimising back-and-forth through your practice.
Outcome
A mortgage solution that reflects how your client's income actually works, not a simplified version of it.