Stonebridge

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Stonebridge Group are the preferred Business Partner for many Mortgage Brokers and Financial Advisors across the UK.

We never forget your individual needs and ambitions, and work closely with you to achieve them. Our success has been built around a flexible proposition, giving real sales development and support to ensure all regulatory requirements are met.

The Key Benefits

  • Commission Rates / Lender Fees
    We achieve some of the highest levels available. Payment is made weekly direct to your account.
  • Strategic Planning
    We believe planning is at the heart of a successful business. Our Development Director will work with you and provide support to achieve your goals.
  • Introducer Recruitment
    Looking to boost your client numbers? We will help identify and recruit new introducer sources for you.
  • Advisor Recruitment
    Need more advisors? We help recruit and will provide training needed to ensure success.
  • Client Bank Management
    This often represents a great but underutilised opportunity. We can help you with:
    Setting up a database.
    Effective client contact and marketing.
    Using a call centre.
  • Sales and Compliance Management
    Our regional management team work closely with advisors to help increase sales and provide all the regulatory guidance needed.
  • Marketing and Advertising Support
    Used effectively this can substantially increase your business profile. We can provide support with:
    Advise on marketing strategies.
    Marketing material for you to adapt to your own style.
    Setting up a website.
  • Client Management System
    Our market leading administration and client management system provides:
    “Real time” updates to clients, advisors and introducers.
    A database for client reviews and targeted mailing.
  • Point of Sale Systems
    Our systems enable you to:
    Source the mortgage market, provide illustrations of mortgage costs and associated protection.
    Produce the regulatory documents to support your advice.
  • Financial Planning
    Clients often have a need for a complete review of their financial situation that assists them in planning for their life goals. We can help you by:
    Delivering training on identifying areas of need.
    Providing access to a financial planning expert.
    Providing assistance with marketing material and development support.

Our philosophy is as clear as black and white
Provide a proposition that delivers real value to our Business Partners, and work in a open and
transparent way.

There are:

  • No hidden extras.
  • No monthly advisor cost.
  • No additional P.I. costs.
  • No complicated contracts.
Why not find out more about how Stonebridge can help your business!