Wealth Adviser Partner Programme
A specialist mortgage and protection arm to complement your investment, pensions and tax planning work.
Your clients trust you with their wealth — but most IFA firms don't want to (or can't) write the mortgage and protection. We're the safe pair of hands you can introduce to without losing the client.
What your clients need
- •HNW and complex income mortgages
- •Buy-to-let and portfolio lending in personal name or SPV
- •Equity release and later-life lending
- •Relevant Life, Executive Income Protection and high-sum life cover
- •Joined-up advice across mortgage, protection and estate planning
What we do for them
- Comprehensive lender panel mortgages including HNW, expat and bespoke lenders
- BTL portfolio and limited company SPV lending
- Equity release across the lifetime mortgage market
- Defaqto 4-5 star protection panel
- Coordination with your financial planning where appropriate
What's in it for wealth advisers
Keep the client relationship — we plug a service gap, we don't compete
A specialist firm to refer cases that would distract your planners
Commercial arrangements available on completed business, discussed individually
No FCA permissions or PI cover for mortgage advice required
Direct adviser conversations before any formal introduction
Recurring value for wealth advisers
HNW clients' mortgage and protection arrangements drift out of date quickly — new properties, new structures, new family circumstances. Our Annual Homeowner Review keeps that side aligned with the wider plan you're building.
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
Will you try to cross-sell my clients investments or pensions?
No. We're a mortgage and protection firm. We stay in our lane and refer everything else back to you.
Do you handle HNW and complex income mortgages?
Yes — including bonus, RSU, carried interest, foreign currency income, multiple properties and lender-bespoke underwriting.
Can you advise on equity release?
Yes — lifetime mortgages and equity release options across the whole later-life lending market.
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.