Partners — Financial & Wealth Professionals
A mortgage partner for financial advisers and wealth managers
Many financial planning and wealth management practices don't hold mortgage permissions, or prefer to focus their own advice elsewhere. We act as a specialist mortgage and protection partner for exactly that gap — including for high-net-worth, complex-income and portfolio-landlord clients.
Frequently asked questions
Will this create any conflict with our own advice to the client?
No — we advise on mortgages and protection only. We don't provide investment or pension advice, and won't approach your client about anything outside that remit.
Can you handle portfolio landlords and complex ownership structures?
Yes, including limited company buy-to-let, portfolio landlords and clients with income from multiple sources.
Who this is for
- Independent financial advisers without mortgage permissions
- Wealth managers and private client teams
- Protection specialists needing a mortgage-side referral partner
- Practices with HNW, complex-income or portfolio-landlord clients
How it works
Introduce
Refer a client whose mortgage or protection need sits outside your own permissions or focus.
Specialist handling
Complex income, foreign nationals, portfolio landlords and HNW cases are handled by advisers experienced in exactly this territory.
Your relationship stays yours
We handle the mortgage and protection advice — your role as the client's primary adviser is unaffected.
Visibility
Track the agreed progress of the introduction through the Partner Hub.