Core purpose: We created our company for you. Our goal is to allow you to realise your dreams and increase your wealth and prepare you for any financial circumstances. We want to provide you with a better quality of life, through our expert advice on mortgages, investments and savings.
Karl has been working in financial services for the past 15 years, and has attained a wealth of experience and contacts since then.
In order to share his knowledge with others in the sector, Karl, together with Ali, decided to start their own company with the dual purpose of providing valued customers with a level of customer service that is lacking in the financial division, but also to train new, enthusiastic mortgage brokers to maximise their potential in line with company values.
Innovation is key to staying ahead; Karl has his finger on the pulse to ensure customers are getting the best advice on the market.Fun Fact: Karl used to own a popular restaurant that was frequented by a number of famous celebrities!
Ali has spent the last 11 years working in financial services.
Combined with his involvement in education for the last 12 years, he has become truly passionate about creating the best advisors in the market through training, mentoring and supervision.
Hard-working and always keen to self-improve, Ali goes above and beyond to ensure his mentees are always educating themselves and ensuring they are providing the best service to valued clients at all times.Fun Fact: Ali has a degree in Mechanical Engineering.
Everything we do is with your best interests at heart – we want to find the right option for you so that you can reach your goals, secure your livelihood and ensure financial stability.
Our staff love what they do and are the hardest workers in the industry. This reflects in our customer service – we pride ourselves in being the best in the business, with clients coming back to us time and time again.
We want to remain market leaders and we work tirelessly to maintain our reputation; from our training practises to our customer service and industry research.
Our brokers not only go through our bespoke educational system, but need to continuously keep learning in order to remain ahead of the game. The training our staff receive is second to none.
We only work with brokers whose passion, determination and core values match with ours. Combined with our top-class education services, we are always providing an example to the rest of the industry with our professionalism.
Our customer service is special before it involves the personal touch. We listen to your goals and treat them as if they are our own. We always strive to find your perfect financial solution, and thrive on building long relationships with our clients.
We are constantly innovating to improve our business. We listen to what our customers not only want, but what they need, in order to tweak our business and become the very best we can be. Our training academy allows us to not only stay ahead of the curve, but to create the trends by fostering new talent.
We aren’t afraid to take risks and make changes; primarily, our objective is to help you, our customers, the very best way we can. This is why we like to approach things a little differently and have strong relationships with leading banks to provide exclusive offers.
We aren’t simply looking for experienced brokers to join our teams – we offer induction courses on a monthly basis to try and scout the next best talent, or those who want to return to work after a break. We also work with individuals and businesses with the same strong values that we hold so dear, helping them educate themselves and their staff to drive their business forward.
We are always on the other end of the phone to answer any queries of concerns you may have on your financial journey. Our constant channels of communication are why our clients feel so comfortable with us. We won’t use technical financial jargon when laying out your options – we want you to understand every word so you can make the most informed decision you can.
Our team are our most important asset, which is why we offer a host of different courses so that our candidates can research and select the option that works best for them. We don’t like to put people into boxes – the more our staff can thrive, the more benefits our customers will have access to.
We aren’t afraid to admit when we need to make changes, nor do we think we know everything. What sets us apart from the rest of the financial services industry is that we are constantly evolving our company and transforming our customer’s lives; we never want to stop learning.
As cliché as it sounds, everything we do is for you – without our clients, our business does not exist. We will always be humble and make decisions based on what you need, rather than what is best for us.