Williams and Goodwin will benefit from Zurich's integrated
software package, Eti, which enables advisors to provide their clients with a complete portfolio of mortgage-related products,
including buildings and contents insurance, life, ASU, mortgage deals and quotations at point of sale.
Independent estate agency Williams and Goodwin is based in North Wales and is soon to open its third branch in Holyhead. It recently gained its Investors in People standard and won the
Achievement Wales Best Use of E-commerce across all business areas in Wales.
Melfyn Williams, current President of the NAEA and co-Director of
Williams and Goodwin, said: "Over the years, we have looked into various ways of providing mortgage and insurance to our clients, from a service as well as income point of view. We were impressed by the fact that Zurich offers a complete mortgage service to provide expert mortgage advice in our branches, backed by the strength of Zurich's proven network infrastructure."
Richard Coulson, Zurich Mortgage Network Director, said: "To have a major Welsh agency, and the President of the NAEA to boot, join the Zurich Mortgage Network is an important catch for Zurich. Williams and Goodwin, like all our partners, will benefit from a high level of support and range of facilities. The arrangement gives them the autonomy to develop in line with their business strategy, with the backing and support of a global player in financial services."
