Specialist Insurance and Mortgage Solutions for Solicitors

Adding value to you, your business and your clients.

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Insurance and Mortgage Solutions for Solicitors

As a Solicitor, your clients may need specialist insurance and mortgage advice from time to time.

For example, if somebody over 55 is divorcing and requires a mortgage capacity report, specialist advice is required to make this as accurate as possible as there are so many niche options available.

If you are creating a Shareholder Agreement for Business Owners, do they have the financial means to execute the agreement if something happens?

That’s where we come in.

As we specialise in working with Business Owners and Borrowers over the age of 55, we have the knowledge and experience required to get the right solution.

For You

Whether you want to protect your income, invest in property or buy your dream home, we have the specialist knowledge and experience to help you.

As a Solicitor, you could access specialist insurers and professional mortgage ranges that can help you borrow more, pay less and get the home you really want.

For Your Business

Making sure that your clients receive professional advice and service of the highest standard is paramount to protecting your reputation.

When it comes to mortgage capacity reports and business protection planning, we provide comprehensive and thorough solutions to allow clients to proceed with confidence.

We will work with you to make sure that your client gets the right advice and provide a service that compliments yours at all times.

For Your Clients

We specialise in a very underserved niche. Many Financial Advisers offer pensions and investment advice, but very few specialise (or even offer) insurance and mortgage advice.

As a result, many clients don’t financially protect themselves or their families. When it comes to mortgages, many people could end up getting the wrong advice which could drastically affect the outcome.

As specialists in mortgage and insurance planning, we give people the advice they need to achieve what they want in the most financially secure way.

Why partner with us?

Trustworthy

The partner of choice for a number of professionals due to our focus on always achieving the right outcome for clients.

Experienced

Over 100 years combined mortgage and insurance experience. A strong track record that delivers results with bespoke advice, competitive solutions and excellent customer service.

Professional

Committed to protecting and enhancing the relationship and reputation our partners have with their clients at all times.