Professional Mortgage Services for IFA's

STRENGTHEN YOUR OFFERING WITH A SPECIALIST MORTGAGE RELATIONSHIP

We are aware that many IFA's are mortgage qualified, but given the complexity and speed of change in the modern mortgage market we do not believe that it is cost-effective to attempt this type of work on a part-time basis.

THE BENEFITS OF WORKING WITH STRICTLY MORTGAGES

Our own mortgage specialist John Steel is also fully qualified as a Chartered Accountant and level 4 IFA, but he chooses not to work in these fields whilst employing his expertise and experience to better understand the requirements of his clients and refer them to other professional as appropriate. He uses his mortgage expertise to match complex income scenarios to the preferences of specific lenders using our unique mortgage sourcing database that is constantly updated to record the nuances of mortgage company criteria which are are not reflected in the industry standard sourcing systems.

You can therefore be confident that any client we advise on mortgage or business finance solutions will be receiving sound advice and the best possible solution relevant their circumstances.
The process of mortgage fact-finding does of course highlight occasional requirements for pension and investment needs but we prefer to pass these to our IFA friends who provide this type of service full time.
One other area where we may be able to support your efforts is by identifying cases where an Equity Release solution may be appropriate (and referring to a colleague specialising in that area). Later life lending is increasingly being used alongside other more traditional forms of pension planning to solve people's needs in retirement, although we do not specifically advise in that area..
If you agree with our analysis and would like to discuss the possibility of developing a rewarding relationship please complete our Professional Enquiry form: