01702 337003 [option 6]
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539-543 London Road, Westcliff On Sea, Essex, SS0 9LJ

Private Banker Finance

Do you have high net worth clients whose mortgages you struggle to place?

Private Banker Finance have access to a wide range of private banks and specialist lenders that many brokers may not have access to. Their team include 3 ex-private bankers with strong lending background meaning they understand clearly what a private bank/specialist lender requires for a successful application.
We give our 100% pledge that the client remains the introducing brokers' relationship. Any subsequent business is always referred back to the introducing broker. We split the broker/proc fee with the introducing broker.

When should your brokers call us?

For that great client you just can't place, if you answer the following three questions positively, we may be able to help.

£1m minimum loan size?
Minimum income £200k sole/£250k joint OR net assets excluding matrimonial home £500k OR will their accountant confirm they are a high net worth (HNW) individual?
Is the property in the UK?

Paid by PMS

To Register, please contact the team via the website or call us on 01702 337003 (option 6) A member of the team will then provide you with our broker agreement and talk you through the process.

Proc Fees

Gross	50% of the proc fee along with any broker fee charged, excluding a £1500 admin fee
Net	47.5% of the proc fee along with any broker fee charged, excluding £1500 admin fee

Overview & Benefits

Introduce your client to Private Banker Finance who will give the advice on a high-net-worth case.
Private bankers on the team with strong lending background means we understand clearly what a private bank/specialist lender requires for a successful application.
We have personal relationships with key individuals in many of the private banks/specialist lenders.
We deal with your client for one transaction only. If you wish us to deal with the product transfer or remortgage, you will need to re-introduce your client to us.
If following research, we can place the client with a high street lender, we will refer the client back to you to write the business.
Our weekly deal forums brings together a combination of “The Banker’s View” and “The Broker’s View” to give the borrower the best of both worlds.
We have access to private banks and specialist lenders that many brokers will not be authorised to deal with.
Our “no poach” guarantee with regards to introduced borrowers backed up by an introducer agreement.
All other business opportunities identified as part of the fact find process are referred back to the introducing broker.
We provide the advice.
Complete transparency over the share of remuneration.

What cases should you refer to Private Banker Finance:

Any loan of £1m plus where you cannot source a lender via your sourcing tool or the PMS help desk
It must be a property purchase in the UK
Employed, overseas and self-employed clients with complicated income streams that do not fit with any high Street lender

Key Features

Experienced Private Bankers with over 60 years experience that will leave no stone unturned to find a solution for your HNW clients.
We believe in collaboration not competition. We want to work alongside as many brokers as we can to ensure that a solution is found for their clients.
Having access to not only the private banks but the decision makers within these banks makes the world of difference. The PBF team have sat the other side of the desk so know exactly how a Private Bank wants to see a client scenario introduced to them.
Private Bankers on the team with strong lending background means we understand clearly what a private bank/specialist lender requires for a successful application.