PMS Mortgage Club has launched a new compliance service for directly authorised mortgage and protection advisers.
This service offers personalised support through a one-to-one business consultancy.
This will involve a review of each firm’s strategy, risks and individual needs to deliver a tailored compliance solution.
PMS Mortgage Club, part of Sesame Bankhall Group, says this consultancy support is being delivered by a team of eight regional account managers, who will have support from four specialist business managers.
The new service is backed by the compliance support of PMS’s sister company, Bankhall.
PMS head of business development Lauren Bagley says: “Our team’s been structured to provide one-to-one advisory firm support, which encompasses the full span of services that PMS and our wider group can offer.”
PMS says this change is in response to new mortgage advice models emerging across the sector.
Bagley adds: “Adviser business models are evolving rapidly and in a multitude of different directions, which means that having the ability to personalise our approach is increasingly important.
“Whether it’s ambitious growth strategies, preparing to diversify into wider or more specialist products, creating omni-channel customer experiences or even preparing for a future sale, we are invested in giving directly authorised firms effective support tailored to their individual business needs and future goals.”