Working with IFAs and Accountants

Please note that the following services are available through third-party referrals.

Your home may be repossessed if you do not keep up repayments on your mortgage

Get In Touch

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We provide accurate, professional mortgage advice in a timely manner which allows you and your client to easily factor borrowing decisions and implications into your planning and structuring.

Our reputation is your reassurance. 

Complex case? There’s nothing we can’t handle

Inter-generational wealth management decisions, lending based on pension assets, ring-fenced property value for future care planning, commercial premises for new businesses with limited accounts information – we’ve seen and dealt with it all.

We thrive on the challenges presented by complex property investment. With over 100 years’ of collective experience and strong working relationships with lenders, we know who to approach to find the right solution for your clients.

We’re here to help you thrive

We’ll support your clients with the same high standard of advice and integrity you provide them. Our experienced advisors will ensure your clients are offered the most competitive and appropriate solutions from a comprehensive panel that includes both high street and specialist lenders.

Our admin team are on hand to ensure the timely delivery of all processing and paperwork. We offer a professional service with a personal touch.

Marcus Robinson is here to help

Marcus founded our company in 2006 and has a Financial Planning Certificate as well as a full CeMap qualification. His professional background includes experience working in a boutique IFA firm and has given him a thorough understanding of all the intricacies involved in providing holistic advice for high-net-worth individuals.

Your home may be repossessed if you do not keep up repayments on your mortgage