The programme offers advisers financial benefits, administrative support and compliance assistance
First Mortgage Solutions, a mortgage and protection broker in South Wales, has launched a new appointed representative programme aimed at expanding its operations and offering substantial benefits to mortgage advisers.
The programme provides a competitive earnings split for advisers holding Competent Adviser Status. Participants will receive access to Xplan, Professional Indemnity Insurance, and coverage for Financial Conduct Authority (FCA) fees, helping to alleviate financial pressures.
The initiative also includes cost-effective administrative support and streamlined case management, enabling advisers to concentrate on growing their brands while receiving robust backing.
“Launching this programme is a significant milestone for us,” said Christopher Davies (pictured right), principal of First Mortgage Solutions. “We are dedicated to providing advisers that align with our values, with the tools and support they need to succeed. Our programme is designed to offer financial rewards and comprehensive support, ensuring advisers can focus on their clients and grow their businesses effectively.”
The programme has already secured its first participant, Dan Bailey (pictured left), a mortgage and protection adviser with 11 years of experience in the financial sector. Bailey recently established his own brand, DB Mortgage Advice.
“The First Mortgage Solutions appointed representative programme is ideal for me,” Bailey said. “It has allowed me to launch my own business without the financial and time-consuming burden of acquiring my own FCA approval.
“The additional case management support is excellent. It’s important to me to work with a business that values long-term client relationships, as I do. First Mortgage Solutions was my first choice, and I’m delighted to be working with Christopher and the team.”
First Mortgage Solutions, founded in 2008 and rebranded in 2022 to reflect its growing UK and international client base, continues to innovate in the mortgage and protection industry.
Want to be regularly updated with mortgage news and features? Get exclusive interviews, breaking news, and industry events in your inbox – subscribe to our FREE daily newsletter. You can also follow us on Facebook, X (formerly Twitter), and LinkedIn.
