Company Type: Associate
The organisations in this section all have a vested interest in working with many of the organisations listed in other categories within our membership with the common theme being a safe and reliable market for the consumer. Please select an option from the drop down menu and click search to view the different categories.
GATEWAY SURVEYORS
Gateway are a provider of panel and risk management and survey and valuation services to the lending sector.
Weston House,
1 Bradgate Park View
Chellaston
Derbyshire
DE73 5U
PHOEBUS SOFTWARE LTD
LMG LOGISTICS LTD
Merritts Farm,
Bell Lane,
Ellisfield
Basingstoke
Hampshire
RG25 2QD
SMART MONEY PEOPLE
Waiting further info
Ebbisham House, ,
30 Church Street,
Epsom,
Surrey,
KT17 4NL
SQUARE 4 PARTNERS
Square 4 supports businesses to grow and thrive across the evolving spectrum of governance, conduct, financial crime, and operational risk. We deliver unparalleled levels of service and expertise, guiding organisations through complex regulatory environments.
SIKOIA
Sikoia is a London-based Fintech that helps financial services providers automate key parts of their customer verification processes. Designed to streamline the customer verification process, Sikoia offers centralised access to organised customer data, alongside providing automated insights that simplify the onboarding experience. Its solutions are built for
seamless integration into existing systems via API, or for direct use through its straightforward, ready-to-use Customer Evaluation Dashboard.
3 Waterhouse Square,
138-142 Holborn,
London
EC1N 2SW
SESAME LTD
Sesame is one of the leading and longest-established adviser networks in the UK, offering our members a breadth of knowledge and support. We have specialised in mortgages, protection and general insurance for more than 20 years, placing our members and their customers at the heart of everything we do.
NOKKEL TECHNOLOGIES LTD
Nokkel's platform consolidated property data and allows financial institutions, advisers and consumers to track their property wealth (i.e. equity). Nokkel integrates into the financial ecosystem to support a view on holistic wealth and access to property related products and solutions, including later life lending.
COUNTRYWIDE CORPORATE PROPERTY SERVICES LIMITED
We are one of the largest residential property asset managers in the UK; successfully helping lenders with all aspects of their property sale requirements since 1990.
Capitol Building,
Oldbury,
Bracknell
Bracknell Forest
RG12 8FZ
COUNTRYWIDE SURVEYING SERVICES
Countrywide Surveying Services operates one of the largest property surveying and valuation practices in the UK and acts on behalf of lenders and purchasers.
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HYMANS ROBERTSON LLP
Our award-winning team of insurance and financial services consultants provide targeted advice across the whole insurance life cycle, covering; Innovation and Change, Reserving, Risk & Capital, Regulated Roles, Longevity Services, Investment & ALM, Products, Pricing & Digital Wealth. Our consultants have access to the skills and experience of 1,400 staff within the wider firm, as well as to investment, pensions, data analytics and technology expertise from across the Abelica Global network.
DHILLON FINANCE AND CONSULTING
The firm is a established compliance consultancy and specialise in supporting firms that provide Mortgage and Equity release advice. Our main objective is to help ensure that your business is running effectively, providing best advice and compliant.
CORNERSTONE FINANCE GROUP LTD
COMENTIS LTD
Comentis enables firms to consistently and objectively identify and support clients who are at risk of financial vulnerability through an easy-to-use online assessment platform, helping them to meet the growing regulatory requirements associated with Consumer Duty.
ERNST & YOUNG LLP
https://www.ey.com/en_uk
BENCHMARK
With expert advisers across the UK, we’re here to help clients and their families meet their aspirations and achieve peace of mind. From helping you set financial goals to managing competing priorities, planning for retirement and passing on your wealth to future generations, we can support you at every step of your journey.
ROCKSTEAD
Contact Details:
Rockstead was established in 2008, to provide a range of services to businesses involved in financial services as well as other regulated and non-regulated sectors. We operate across the UK and Europe, and have established a reputation for independent, transparent reporting, based on our ‘tell it as we see it’ philosophy. In 2019, we gained FSQS approval confirming our own best practices. This endorsement reflects our passion for raising standards.
JLM MORTGAGES SERVICES
WILLIS TOWERS WATSON
At WTW (NASDAQ:QTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organisational, resilience, motivate your workforce and maximise performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success – and provide perspective that moves you.
PENSION INSURANCE CORPORATION
The purpose of PIC is to pay the pensions of its current and future policyholders. PIC provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. At half year 2023, PIC had insured 339,900 pension scheme members and had £44.9 billion in financial investments, accumulated through the provision of tailored pension insurance buyouts and buy-ins to the trustees and sponsors of UK defined benefit pension schemes.
LYNCOMBE CONSULTANTS LTD
Lyncombe provide compliance and business development support to financial advisory firms.
Brookdale Centre,
Manchester Road
Knutsford
Cheshire
WA16 0SR
ST JAMES’S PLACE WEALTH MANAGEMENT
At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice
CRITERION
Criterion is the not-for-profit body that designs and manages API Standards that make it easier for companies in the Equity Release market to work together to serve customers better.
SENSE NETWORK LTD
Sense provide compliance and business development support to financial advisory firms.
E.SURV CHARTERED SURVEYORS LTD
e.surv (part of LSL) is the UKs largest employer of residential valuers and the leading provider of valuation and advice services to the ER/Later Life Lending sector.
PHOENIX HOLDINGS GROUP PLC
Phoenix Group is the UK’s largest long-term savings and retirement business. Our purpose is to help people secure a life of possibilities.
VALIDPATH LIMITED
Whether you are newly qualified, an experienced IFA starting a business, an Appointed Representative or Directly-Authorised, hundreds of business owners believe our network provides the best proposition for their business to thrive.
IN PARTNERSHIP
Formed in 2000, we are a community of over 500 financial advisers located across the country dedicated to delivering great advice to our clients. We believe that every client is different. That's why getting to know you is so important. We'll work to understand your needs, expectations and aspirations so that we can deliver solutions that will help you achieve your goals.
ROTHESAY LIFE
Further information pending
FINOVA
Finova is the UK’s largest cloud-based mortgages and savings software provider, supporting over 60 leading lenders, 3000 mortgage brokers and 200 financial institutions. Our suite of award-winning software includes a Core Banking Platform, Broker Platform and Finova Connect, a range of solutions that connect lenders, intermediaries, and consumer.
RGA AMERICAS REINSURANCE COMPANY LTD
Further information pending
ADVISE WISE
Advanced and intuitive sourcing platform with an integrated Mortgage Club, built to simplify and streamline the advice process for advisers, enabling best outcomes for the customer.
SIMPLY EQUITY RELEASE
Simply Equity Release provides guides & information to help you get the right equity release deal for you.
QUILTER FINANCIAL PLANNING LTD
UK Financial Planning and Mortgage Network
Head Office
Wiltshire Street
Swindon
Wiltshire
SN1 5AH
OPENWORK LIMITED
Openwork has been present in the financial advice market for almost 50 years, helping people around the UK to achieve their financial goals.
HL PARTNERSHIP
National advisory network supporting specialists that provide later life lending advice & service.
MORTGAGE INTELLIGENCE LTD
We are an award winning mortgage & insurance network. For over 2 years we have been helping brokers achieve more through an unrivaled, highly experienced team.
STONEBRIDGE GROUP
The Stonebridge Group has become one of the UK’s largest mortgage networks.
SAGA EQUITY RELEASE
Saga is an award winning business providing a diverse range of products for the over 50s.
BCM GLOBAL MORTGAGE SERVICES
We provide mortgage administration services for Equity Release Products.
IRESS LTD
We provide leading software solutions for financial markets, wealth, mortgages & more including Equity Release sourcing through The Exchange.
FERRET INFORMATION SYSTEMS LTD
Specialists in benefits calculation systems and welfare reform impacts, producing the equity release benefits impact programme, Fintal.
THE RIGHT MORTGAGE & PROTECTION NETWORK
Nationwide mortgage and equity release advisers offering independent advice, either face to face in your own home or over the telephone.
PRIMIS
PRIMIS Mortgage Network provides brokers with world class support that is second to none.
PRIMIS Mortgage Network
Ground Floor 3700 Parkside,
Birmingham Buisness Park
Solihull
B37 7YT
OVER50CHOICES
Later Life planning specialist offering a national service on the phone or in your own home. Please visit our website.
NEW LEAF DISTRIBUTION LTD
We are a leading IFA practice with Advisers throughout the UK. Providing solutions from the whole of the market, you can Decide to be Happy™
AIR SOURCING
Award winning independent sourcing software for advisers.