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Partner with Private Finance

Sharing expertise, working together beyond introductions.

Refer your clients to a trusted mortgage specialist and benefit from a rewarding referral structure, with the confidence that their property finance needs are in safe hands.

If you would like to find out more about our partnership programme, book a discovery call with our National Account Manager, Jade Barry.

Wealth Managers & IFAs

We help your clients access tailored mortgage solutions without disrupting their long-term investment strategies. Our approach focuses on understanding each client’s full financial picture—their assets, liabilities, and future plans—to structure mortgages that complement, rather than compromise, their wealth.

Estate Agents & Property Consultants

Partner with a broker that can arrange bespoke mortgage solutions for complex finance situations. We mirror your service, ensuring that clients receive first-class mortgage advice and can proceed in a timely manner to ensure exchange of contracts and prompt completion.

Accountants & Tax Advisors

By understanding complex company structures, retained profits, and intricate group arrangements, we help clients access lending without the need to draw excessive salaries or dividends.

Our expertise includes working with lenders who consider net profits—before or after tax—and those who accept director’s loan repayments or minority shareholdings. This approach enables clients to maintain tax efficiency while securing the borrowing they need.

Architects

We operate at the top end of the market, working with private banks and lenders that provide bespoke and exclusive outcomes for self-build construction finance for high-end properties.

Solicitors

We work closely with solicitors and conveyancers who encounter complex ownership structures and title-splitting scenarios. From agricultural restrictions to mixed freehold and leasehold titles, such intricacies often demand specialist mortgage knowledge.

Our expertise enables a seamless collaboration between legal and financial sides, protecting your client relationships while enhancing the efficiency and success of every property transaction.

Partnerships are built on a shared commitment to exceptional service, ensuring every client receives expert guidance tailored to their individual property and financing requirements.

Property Agent

Independent property agents offering a personalised, high-touch service to discerning buyers and sellers can strengthen their client relationships by connecting them with expert mortgage support.

Early introductions allow borrowing potential to be assessed, complex deals structured, and transactions completed, smoothly. With proactive communication and full transparency throughout the process, you stay informed at every stage.

Will Writer

By introducing clients for specialist mortgage support, you can help them use property finance strategically to reduce inheritance tax and manage wealth transfer more efficiently. Restructuring mortgage debt or raising finance on assets can enable lifetime gifts while lowering estate value for tax purposes. We also assist beneficiaries in securing finance when property is passed on, ensuring a smooth transition.

Ready to Make a Referral?

Our partnership programme is designed to support your clients with expert guidance throughout their property journey, while also rewarding you for every successful referral.

Get started by telling us a little bit about yourself and your client. One of our brokers will contact you first to learn more about the situation before reaching out to the referred individual.

Haven’t referred to us before? Register your details here.