The people who advise your mortgage clients
The financial planners, paraplanners and administrators who look after the clients your firm introduces. All of them work at Equity & General.
The financial planners, paraplanners and administrators who look after the clients your firm introduces. All of them work at Equity & General.
Director of Mortgages & Commercial Finance, Equity & General
Mike runs the Pecunia partnership. Your firm deals with him on the commercial terms, on which clients to start with, and on anything that needs to change.
He runs Equity & General’s own mortgage and commercial finance business, so he knows what a broker’s case files look like and where the planning conversations sit inside them.
The directors responsible for advice, compliance, governance and client relationships at Equity & General.
Qualified financial planners who give the pension, investment and estate planning advice under Equity & General’s FCA permissions.
Research, suitability reports, applications, provider paperwork and the annual review.
Your firm keeps the mortgage and protection advice. Equity & General gives the pension, investment and estate planning advice, and a named partnership manager sets the arrangement up with you.