Protecting Your Clients’ Financial Future

A financial adviser holding an umbrella over a couple, symbolising protection. The background features bar charts, a pie chart, and a shield icon, all illustrated in blue tones to represent safeguarding clients’ financial futures.

Protecting Your Clients’ Financial Future | A Clear Guide for Mortgage and Protection Advisers. Financial protection is a key part of responsible client advice. Your clients rely on you to help them secure their homes, safeguard their income and plan for life’s uncertainties. This guide explains how advisers can strengthen their protection conversations, deliver long-term value and […]

Independent Mortgage Brokers

A flat-style blue digital illustration featuring an independent mortgage broker in a suit holding a document with a house icon. A house sits on the left, and a rising bar chart with an upward arrow appears on the right. The text “Independent Mortgage Brokers” is displayed at the top

Independent Mortgage Brokers | Conquering Key Challenges When Going Independent.  Becoming an independent mortgage broker offers greater control, flexibility, and the ability to shape your own client experience. However, going directly authorised introduces responsibilities that many advisers underestimate. Understanding these challenges – and knowing how to navigate them – can make the transition far smoother […]