Today we are celebrating our 1 year anniversary of trading as Smith Cooper Independent Mortgage & Finance Advice. What a year it has been.
When Smith Cooper and I had the idea of creating a Mortgage and Protection Advice company for Residential and Commercial business I had no idea how well it would be received. Well all I can say is I’m so glad we did.
Making the decision to go directly authorised by the Financial Conduct Authority has given us as advisers so much more to offer our clients both in the Residential and Commercial Market. We are proud to be able to give Whole of Market Independent Advice unlike some companies that are tied and can only offer advice from a limited range.
In April this year we made our team bigger and stronger by bringing in Charlotte Reynolds who joined us from Natwest. Not only has Charlotte been able to bring her great knowledge and experience in the Commercial Market but has been a great asset to me in bringing the company forward whilst I took a little maternity time off to have my little girl.
In July this year we were proud to bring on Walton and Allen Financial Services. Walton and Allen Estate Agents were very keen to offer their own Financial Services to their buyers and sellers and so we offer a compliance service that enables them to do this. They in turn have expanded their team of advisers and have plans for more branches and more advisers for 2017.
So what’s the plans for 2017??
More of the same!
We have already put plans in place to expand our team of advisers and we are currently interviewing.
In 2017 we hope to see more Estate Agents taking on our services so they too can open their own Mortgage Advice companies under their own brands.
I would like to say a huge thank you to my colleagues Ian and Valerie who have been wonderful support over the years and hopefully we have many more ahead of us.
Smith Cooper Independent Mortgage & Finance Advice would not be trading if it wasn’t for the team at Smith Cooper Accountants. They welcomed us with open arms so that we can expand their services to their clients. Whether it be moving house or re-mortgaging, buying or refinancing a commercial property, offering Life and Critical Illness cover for families or Business Protection for people in business!
We have a huge following and support from our clients and this in turn is reflected by the recommendations we receive from their friends and families.
So all I can say is ‘Bring on 2017’