The new solution includes one-to-one business consultancy support to understand and review each advisory firm’s strategy, risks and individual needs. Consultancy support is being delivered by a team of eight regional account managers, along with four specialist business managers, and the new service is backed by the compliance support and expertise of PMS’s sister company, Bankhall.
Lauren Bagley, Head of Business Development at PMS, said:
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. As a mortgage club that serves a diverse range of needs across over 2,500 member firms this is obviously important, but it also comes at a time when we are seeing greater innovation and new mortgage advice models emerging.
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 deeply invested in giving directly authorised firms effective support that’s tailored to their individual business needs and future goals.
One of the first firms to take advantage of the new service from PMS is My Mortgage Brokers, based in the North West of England. Geraldine Hardman, Director at My Mortgage Brokers, commented: “We are really focused on the future growth prospects for our firm, but we also want to ensure we do this safely. Getting the right compliance input and expert guidance as we move into new growth areas is critical. It provides us with the reassurance we need at this important moment for our business, helping to ensure that we are heading in the right direction, and carefully managing our risks along the way.
Firms who would like further info can email [email protected] or call 0345 230 8000