Advisers

OneFamily launches new brand and website

OneFamily, the customer-owned financial services company, has today launched a new look website and strapline. Promoting the idea of ‘modern family finance – for all of us’, the company boasts that its new identity demonstrates its “increasingly diverse product offering and unique approach to helping modern families manage their financial needs.” Of particular interest is […]

Andrew Montlake-Coreco

Exclusive: Coreco introduces new brand and website

London-based mortgage broker Coreco has undergone a brand refresh, including introducing a new logo, strapline and website. The firm has made the changes with the intention of growing the brand digitally to ‘future-proof’ it going forward as both a traditional and tech-forward broker. Coreco has integrated with mortgage technology company Twenty7Tech on its website to […]

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Knowledge Bank launches application programme interface

Knowledge Bank, the criteria search system, has announced the launch of its application programming interface. An API allows a developer to access a service’s functionality and integrate it into their own systems. In this case, lenders, networks, mortgage clubs, distributors, and brokers will have the ability to use Knowledge Bank’s data (within their own CRMs […]

Vernon and Tenet Group partner up in distribution deal

Stockport-based Vernon building society and Tenet Group have announced a deal that will allow the group’s advisers to access Vernon’s entire mortgage product line. This includes first-time buyer products, buy-to-let mortgages, remortgages, and its retirement interest-only mortgage. Vernon intermediary sales manager Tom Gurrie (pictured) says: “We provide solutions to underserved markets in addition to our […]

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Mortgage advisers to pay higher FCA levy

Mortgage advisers will see their regulatory fees and levies increased by 3.8 per cent this year. The Financial Conduct Authority has published its feedback to April’s consultation paper on the draft fee proposals for the year ahead. This policy statement confirms the actual fee increases that will be paid by different types of regulated businesses. […]

Comment: Fill the face-to-face void

The financial decisions that clients make – or don’t make – will ultimately determine their future. It therefore comes as no surprise that around three-quarters of customers want face-to-face advice when making important financial decisions. And 90 per cent prefer to speak with a member of staff in person, according to Newcastle Building Society research. […]

Exclusive: CWB Group launches dedicated mortgage advice firm

National advice firm CWB Group has launched a dedicated mortgage advice company. ReSource Mortgages will be headed up by managing director Alan Holmes (pictured), who has previously worked at Lloyds Banking Group and Barclays; CWB describes him as a ‘career mortgage specialist.’ The IFA, which has offices in Market Harborough, London, Bromsgrove and Glasgow, will base […]

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Providers to pay a quarter of advisers’ FSCS fees

Providers will have to contribute 25 per cent of advisers’ Financial Services Compensation Scheme bills, the FCA has ruled today. Despite fierce opposition from some providers, and some advisers arguing that providers should pay up to 50 or 75 per cent in response to the FCA’s consultation, the regulator has decided to go ahead with […]