Accountant Partner Programme
A specialist mortgage and protection partner for the self-employed, contractor and limited company clients you already advise.
Your self-employed and limited company clients have some of the hardest mortgage cases in the market. We specialise in exactly that — and we work with their numbers, not against them.
What your clients need
- •A broker who genuinely understands SA302s, tax year overviews and accountant references
- •Lenders who'll use the right blend of salary, dividend and net profit
- •Mortgages for contractors paid via limited company or umbrella
- •Buy-to-let — personal name and limited company (SPV)
- •Life cover and income protection structured tax-efficiently
What we do for them
- Comprehensive lender panel mortgage advice for self-employed, directors and contractors
- Specialist BTL — including portfolio landlords and SPV lending
- Relevant Life and Executive Income Protection where appropriate
- Liaise directly with you for references and figures
- Annual review of mortgage, protection and home insurance for every introduced client
What's in it for accountants
A trusted specialist to refer the cases that need real expertise
Strengthens your client retention — you stay the hub adviser
Commercial arrangements available on completed business, discussed individually
No FCA permissions or compliance burden on your firm
Direct adviser contact for tricky cases before formal introduction
Recurring value for accountants
Your clients' circumstances change every tax year. Our Annual Homeowner Review fits naturally alongside your year-end work — making sure their mortgage, protection and insurance still reflects their income, their company and their family.
Each year we review their mortgage, life insurance, critical illness cover, income protection and buildings & contents insurance — keeping them protected and your firm relevant.
FAQs
Can you help clients with complex self-employed income?
Yes — including limited company directors using salary + dividends or retained profit, sole traders with one or two years' accounts, CIS contractors, IT contractors via umbrella, and partnerships.
Do you do limited company buy-to-let?
Yes. We have lenders across personal-name BTL, limited company (SPV) BTL, portfolio landlords and HMO.
How do introductions work?
A short email or phone intro is plenty. We take it from there and keep you informed at appropriate points, with the client's consent.
Is there a fee for introducing clients?
Commercial arrangements are available on completed business and discussed individually with each firm.
Start the conversation
Tell us a little about your firm and we'll be in touch within two working days.
The Mortgage Genie is an Appointed Representative of First Complete Ltd, trading as Primis Mortgage Network, authorised and regulated by the Financial Conduct Authority. Partner relationships are documented in line with FCA requirements.