An FCA-regulated business launches The UK Adviser

Maxim Cohen and Lisa Bird.

A new mortgage advisory business, The UK Adviser, has been launched by Maxim Cohen and Lisa Bird and is seeking ambitious individuals looking to build a mortgage business.

The UK Adviser franchise model has also been designed to help established advisers looking to take their business to the next level.

A Financial Conduct Authority (FCA) regulated company and provisional member of the BFA, the franchise offers bespoke software (The Adviser Suite), a cloud-based customer relationship management system and experienced in-house case managers to handle administration and paperwork. This gives advisers more time to grow their client portfolio and complete mortgage transactions.

Cohen, the company’s chief executive officer, said: “The message is clear, becoming a UK Adviser provides an exciting opportunity to own your own business as part of a credible and nationally-recognised brand.

“We have launched this business with the intention of disrupting the industry and offering the simplest and most sure-fire way for people to set themselves up as a fully FCA-approved mortgage adviser or grow their existing business.

“We want to provide ambitious individuals with a ‘business-in-a-box’ style framework which will give them everything they need to drive a profitable and successful business, leaving them to focus on what matters most – securing mortgages, generating sales and providing the incredible personal service which will form the foundation of their success.”

Bird, the chief operating officer of The UK Adviser, has already invested personally in the business by purchasing the first UK franchise.

Personal approach
Bird commented: “With over 17 years experience in the mortgage market, we recognised a significant decrease in the level of personal service offered to consumers. Advancements in digital technology have been hugely beneficial to industry, but they are no substitute for a strong relationship between a trusted adviser and their client.

“It’s exactly this personal approach that The UK Adviser is championing and the reason why I made the decision to not only launch the business alongside Maxim, but also personally invest in the franchise, demonstrating my belief in the vision of the company.”

Core to the company’s offering is its training programme, The UK Academy. The company explains that through the academy, training is tailored to each level and funding is available for those new to the industry.

The academy courses include becoming CeMAP qualified (Certificate in Mortgage Advice and Practice) the industry requirement for mortgage advisers, post-exam training and ongoing development to achieve competent adviser status, before being awarded an exclusive Certified UK Adviser accreditation.

Cohen added: “In an industry first, training forms the basis of our framework and will cater for all levels of experience. Our decision to place such a focus on continued development ensures that UK Advisers lead the industry by providing consumers with up-to-date advice of the highest quality.

“Training isn’t only for those new to the industry, it’s just as important for those advisers who are already established. The financial services industry is constantly evolving and we believe that the only way to stay ahead of the game and provide clients with a top-class service is through continued professional development.”

The company’s academy also offers the Certified UK Commercial Finance Adviser accreditation for those looking to build a business or brokers already operating in the commercial property sector and qualifications in areas such as equity release.

0330 088 0609
www.ukadviser.co.uk