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Partners

Brokers and Lenders will always be our core partnerships but we go the extra mile for brokers and lenders alike by working with 3rd parties for the benefit of all. 

A BREAKDOWN OF OUR

Primary Partners

 Equity Release Referral Partners

Who are they?

Ocean are a highly regarded broker firm, based in Plymouth, who specialise in Later Life Lending. Lifetime Mortgages are their main speciality.

Over the last four years, Ocean have become a leading equity release specialist nationally. Based in Plymouth, the company offers advice to clients from all over the United Kingdom.

Stuart Powell is Managing Director and, along with his Ocean team, give ethical, client-focussed advice on all their later life lending options.

Contact Details

Tel: 01752 658906
Email: [email protected]oceanequityrelease.co.uk
Website: www.oceanequityrelease.co.uk

Further Information

For details on what makes our Equity Release Referral Proposition so appealing, click here.

Who are they?

Founded in 2010 Responsible Life are a Later Life lending expert and leading player in the Lifetime Mortgage Market. As both a Broker & Lender they are an award-winning company, securing lending of almost half a billion in 2019 alone. With a National Team of over 80 Equity Release Specialists, Responsible Life are able provide dedicated face-to-face advice throughout the UK.

Contact Details

Tel:          0800 652 2955
Email:      [email protected]
    

Further Information

For details on what makes our Equity Release Referral Proposition so appealing, click here.

Financial Planning

Who are they?

The UK’s fourth-largest building society, Skipton has offered a financial advice service for more than 30 years and their financial advisers are highly rated. As of 1st October 2020, Skipton Building Society was awarded 4.8 out of 5 stars on VouchedFor- the UK’s leading review site for financial service professionals. They can help with investment, retirement and inheritance tax planning 

Skipton’s dedicated team works with businesses across the UK, to help them offer more services. They could help you do more for your clients – and increase your business revenue streams. 

Contact Details

James Webb
Tel: 07800 770353 
Email: [email protected] 

Carley Harrison
Tel: 07973 817868 
Email: 
[email protected] 

Guy Ogden
Tel: 07885 416319 
Email: 
[email protected] 

Further information: 

For more details on the benefits of recommending Skipton to your clients, click here

General Insurance Referral Partners

Who are they?

Assurant Intermediary offer advisers a true end-to-end solution when it comes to selling General Insurance.

With a range of Household and Landlord Insurance products from a panel of insurers, advisers can deliver insurance recommendations to their clients with the confidence to offer a product that best suits their needs. 

Contact Details

Tel: 03332 000 444
Email: [email protected]
Website: assurantforadvisers.co.uk 

Further Information

For details on what makes our General Insurance Referral Proposition so appealing, click here.

Compliance & Fraud Prevention Partners

Who are they?

A compliance company with national coverage.  Heavily relationship based, the company provides compliance support services tailored to your specific needs and not the box tick, one size fits all approach that is often seen in this market.

Contact Details

Name:  Greg Byrne, Director
Tel:  0161 850 0857
Email:  [email protected]
Website: www.eqionline.co.uk

Benefits and Further Information

Director level support. Contact us for further information.

Broker CRM Software

Who are they?

A mortgage software business that works with small lenders and is now entering the mortgage broker market with easy to use mortgage adviser led software.

Contact Details

Name: Mel Voss, Director
Tel: 01792 560 925
Email: [email protected]
Website: www.iZoneSoftware.co.uk

Further Information

Discounts available on bespoke plans. Director level support. Contact us for further information.

Who are they?

A CRM business with numerous integrations and heavily targeting the broker segment.

Contact Details

Email: [email protected]
Website: www.smartr365.com

Further Information

Discounts available. Contact us for further information.

Who are they?

A well established sourcing system. CRM and online versions available.

Contact Details

Tel:  020 8665 3289
Email:  [email protected]
Website:  www.mortgage-brain.co.uk

Further Information

Contact us for further information.

Who are they?

Formerly known as TriGold, an established sourcing system with online versions and Broker CRM systems also available.

Contact Details

Tel: 0345 068 3000
Email: [email protected]
Website: www.iress.com

Further Information

Discounts available. Contact us for further information.

Sourcing & Criteria Partners

Who are they?

A criteria search tool across multiple lenders, used in addition to a sourcing system.

Contact Details

Email:  [email protected]
Website: www.yourknowledgebank.uk

Further Information

Discounts available. Contact us for further information.

Who are they?

A web based sourcing system.

Contact Details

Tel: 01202 553457
Email: [email protected]
Website: www.twenty7tec.com

Further Information

Discounts available. Contact us for further information.

Who are they?

A well established sourcing system. CRM and online versions available.

Contact Details

Tel:  020 8665 3289
Email:  [email protected]
Website:  www.mortgage-brain.co.uk

Further Information

Contact us for further information.

Who are they?

Formerly known as TriGold, an established sourcing system with online versions and Broker CRM systems also available.

Contact Details

Tel: 0345 068 3000
Email: [email protected]
Website: www.iress.com

Further Information

Discounts available. Contact us for further information.

Relationships you can depend on. Partners that offer real expertise.

We put brokers first, not commercial arrangements so our partners are all focussed on you.

We are specialists with a focus on mortgages – it is where we add value and make the biggest difference. This fact, along with our independence, is important to us and our brokers. We appreciate that there are a range of other support services that are of real value so if we can help brokers like you by connecting you with quality like minded business partners, we are happy to help.

Our partners policy is simple:

  1. Give you the best possible information
  2. Give you access to the best possible terms
  3. Support you across as many platforms and providers as possible

Don’t forget to talk to our team on 01792 277 555 about any and all of these providers or the market in each of these key areas.  We will support you in any way we can.

Contact our team for more information

Contact us on 01792 277555 and speak to our team.
Or simply complete the form below and we'll contact you with more information.





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