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Opportunity Overview

  • Build your future career as a Mortgage and Protection Adviser.
  • Market leading business with 14 years industry experience.
  • Package includes training, product knowledge, business support and regulatory qualifications.
  • Full FCA Regulatory and Compliance support provided.
  • Direct access to a comprehensive range of Mortgage Lenders and Protection providers.
  • Operations Manual.
  • Business Development and Marketing support.
  • Website Adviser Facility.
  • Exclusive Postcode Territory.
  • Home based business.
First Time Buyers


  • Investment from £9,995. Spread payment options are available on request.
  • Uncapped earnings opportunity.
  • First Year Income Projections £25k – £60k.
  • No previous financial sector experience required.
  • Operations Manual.
  • Providing services with strong and growing demand.
  • Increase in supply as many new lenders entering the market.
  • Access to thousands of mortgage products using online sourcing system and Mortgage Desk.
  • Access to a comprehensive range of protection products ranging from life and critical illness to income protection and private medical insurance for personal clients and full business protection for business clients.
  • Ongoing support – training, business development, marketing and compliance.


  • Certificate Mortgage Advice and Practice (CeMap 1, 2 and 3) with 2 x 5 days Fast Track Workshops at various UK venues.
  • 2 Days in House Training on Business Development and Case Management at Head Office (including accommodation).
  • 2 Days Compliance and Systems Training (at various UK venues).
  • Graduation achieved after successfully completing the above courses.
  • Complimentary Optional 2 Day Commercial Training Course at Head Office, including accommodation (worth £5,000), for certain franchise packages.
  • Ongoing training, compliance, and marketing support.
  • Regular regional training and development workshops.


  • All Franchisees will enjoy a high level of support from our Business Development Team.
  • Market leading business with 14 years industry experience.
  • Marketing Development Fund provided on certain Franchise Packages.
  • As a Franchisee you are effectively launching and running your own business albeit with the help, guidance and day to day support of one of the most experienced teams in the industry.
  • Access to a suite of branded marketing materials.


  • A comprehensive range of mortgage products across the market.
  • Market leading business with 14 years industry experience.
  • Access to a wide range of lenders across the board, from big high street names to smaller, specialist lenders who may be able to help your clients with specific needs.
  • You will have access to market leading mortgage exclusives that your clients may benefit from and you won’t find elsewhere.
  • A comprehensive range of protection and insurance products across the market for your personal and business clients.

If you’d like to more information about our franchise opportunity simply go to our registration form and obtain your free brochure download.