Strategic Partnerships That Put Your Clients First

We help your clients secure expert mortgage advice—while helping you strengthen relationships, add value, and unlock a new revenue stream. We even offer fee-free advice to clients, if you prefer, so clients don’t need to pay a broker fee.

Why Partner With Us?

Professional, Personalised, Proven.

Trusted Expertise
Our mortgage advisers are FCA regulated, experienced, and committed to finding the best deal for your clients.

Local Knowledge
We operate across Scotland and Northern Ireland, giving your clients access to regional market insights and lenders.

Seamless Referrals
Simple, secure referral process with clear communication and updates throughout.

Additional Income
Our flexible benefits package is designed around your business, so it benefits both you and your clients.

Who We Work With

Built For Professionals Like You.

We regularly partner with:

Estate Agents – Helping buyers get mortgage-ready faster.

Solicitors – Adding value to your conveyancing service. We also partner with family solicitors.

Accountants – Supporting clients with personal or business financial planning and protection.

Financial Planners – Providing mortgage advice as part of wider financial planning.

Business Consultants – Assist clients with commercial finance needs.

How we can help

Just some of the reasons to work with us, include:

We have over 25 advisers across Scotland and Northern Ireland, with some advisers also in England too.

We have an extensive panel of lenders to choose from and as a whole-of-market company, we’re not biased towards any lender.

Our advisers are experienced professionals with decades of knowledge, capable of managing the most challenging of applications.

You will be kept up to date on referrals with a dedicated business development manager and real-time cloud-based reporting.

Responsive support is essential, which is why we have advisers across the UK who can offer same-day advice.

Our local mortgage advisers can offer a full range of mortgage advice, including equity release services.

Meetings with clients can be conducted over the phone, via Microsoft Teams or face-to-face with your client.

We’ll create customised, dual-branded marketing materials and website landing pages that are tailored to your needs.

The process

Chat & Terms

The first stage is a conversation to ensure we’re the right organisation for you and your clients. We also discuss fees, charges and the process you would like to follow.

First Referral

When you’re ready to send your first referral we’ll work alongside you to ensure you’re comfortable with the process and relaxed in the knowledge your clients are being well managed.

Live Reporting

We use live reporting so you view the adviser progress and comments at a time suitable for you.

Monthly Meeting

We generally recommend a monthly meeting to discuss your clients and identify if there’s any improvements we can make to our service.

Can we tell you more?

We have a partner pack that you can download. Please enter your name and email address to receive more information.