We were delighted to welcome our brokers back yesterday for the first group meeting following the summer break.
Hosted by our partners at HSBC Canary Wharf, the event was a fantastic opportunity to reconnect, share insights and set the tone for a strong end to the year.
Spotlight on Products & Specialist Knowledge
The day’s agenda was built around refreshing our mortgage brokers on the latest product offerings while also diving into specialist areas that support advisers in placing both mortgages and protection products more effectively.
We’d like to thank our fantastic speakers for their contributions:
Helix Financial Partners (Adam Stiles & David Turner) — insights into bridging finance and specialist lending.
Guardian Financial Services (Rupert Hampshire) — updates on protection, including critical illness and income protection.
SimplyBiz (Brian Wills) — an overview of the wide range of products and support available to our brokers.
Vitality (Andrew Dawson) — sharing valuable updates and perspective on their proposition.
HSBC — providing an overview of their products alongside market insights and their outlook for the months ahead.
Each session provided both practical knowledge and strategic insights, giving mortgage brokers the tools they need to deliver even better outcomes for clients.
Collaboration & Networking
Beyond the presentations, the event was also about strengthening relationships across our network. With lively conversations over lunch and throughout the day, it was clear that collaboration and shared expertise remain at the heart of what we do.
Looking Ahead
This meeting marked an energising start to the season. With refreshed knowledge, stronger networks, and a renewed sense of purpose, our mortgage brokers are well positioned to continue delivering the best possible advice and service for clients.
A huge thank you to Siobhan Moran and Justin Miners for their support in making the day such a success and to HSBC for hosting us in such a fantastic setting.
Ready to Join Us?
Events like these ensure our advisers are always up to date with the latest products, specialist knowledge, and market insights. That means our clients benefit from advice that is informed, relevant, and tailored to their needs.
If you’d like to explore how we can support you with your mortgage or protection needs, get in touch with us today.