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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 the mortgage advice firm in Bristol.

Holmes will run a team of three mortgage advisers which brings the number of staff at the CWB Group to 70. ReSource will charge a flat fee for its advice.

The Group said it has only been able to offer outline mortgage advice in the past and would generally pass clients to a trusted mortgage adviser.

CWB Group managing director Simon Hellier says it was important to the group that they could offer a dedicated service rather than train IFAs in mortgage advice.

“We already provide specialist financial advice to our clients, so the creation of ReSource Mortgages is a logical addition to our group,” says Hellier.

“I’m delighted that Alan Holmes is heading up ReSource Mortgages, accompanied by an experienced team.

“Unlike many advisory firms which authorise existing financial advisers to provide mortgage advice, we were passionate about our clients dealing with career mortgage specialists.

“This will ensure that our clients receive the highest possible levels of service and specialist advice, which they already receive from our other CWB group companies.”

CWB offers financial advice, tax planning, employee benefits and business consultancy services. Its Professional Practice Services business offers specialist financial advice to veterinary practices and staff.

CWB took a majority stake in PPS in 2017 but the combined company continues working under two brand names.

Holmes says: “I’m very excited to launch ReSource Mortgages with my new team.

“ReSource is a totally independent mortgage and protection broking firm, meaning we have access to the whole of the market and associated products. This enables us to get the very best deals for our clients.”



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