Support and CPD
Support & CPD
Support is at the heart of everything we do, as part of our trusted Circle we've built powerful connections and resource to ensure the support you receive is relevant, practical and impacts positively on the bottom line. No more fluff, just solid ideas, process and techniques that work. We want you to become the clients “Broker of Choice”.
You're never alone, regardless if you're new to industry or vastly experience, as part of Our Adviser Circle, you'll always feel connected. With our regular sessions, you'll always be up to date and have colleagues to bounce ideas and scenarios off. We're a team and our connections make that a an extremely strong Team”
Remember: We're in this Together...
How It Works
We know running your own business, or starting out as an adviser, can sometimes feel like a solo journey, but with our Adviser Circle, you have a dependable partner on your side. Our support is designed to adapt to your needs and goals, beginning with a complete business plan that we create together. This plan pinpoints what level, frequency, and type of support you'd benefit from most, ensuring our experienced team are there with you from the start.
Your adviser support plan is shaped around you, not a one-size-fits-all model. We offer the agility to review and adjust your support as your business evolves, or market conditions change. Our compliance structure is risk-based, practical and never gets in the way of your operations. You'll receive access to a full range of templates to help manage documentation efficiently, plus real-time updates to keep you informed on the latest regulatory shifts. Most importantly, we go beyond just telling you the ‘what', we explain the ‘why' and ‘how', ensuring you understand and feel confident about any changes.
With our Adviser Circle, collaboration is fundamental to our approach. You're always included in the discussions, empowering you to stay involved in shaping the journey of your own business.
Ready to Feel Supported Every Day?
If you're looking for independent, impartial, and professional support as an adviser, Adviser Circle is here for you.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR OTHER LOANS SECURED AGAINST IT.
THERE MAY BE A FEE FOR MORTGAGE ADVICE, THE PRECISE AMOUNT WILL DEPEND ON YOUR CIRCUMSTANCES, OUR TYPICAL FEE IS £395
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Mortgage and More is Authorised and Regulated by the Financial Conduct Authority. The Financial Service Register Number is 651274
The Financial Conduct Authority does not regulate some forms of Buy to Lets.
There may be a fee for mortgage advice. The precise amount will depend on your circumstances, but will be agreed with you before proceeding.
Mortgage and More is a Limited Company. Registered Address: Mortgage and More; 9 Balas Drive, Siitingbourne, Kent. ME10 5AS Registered in England and Wales under number 06437752
We always aim to provide a high-quality service to our customers. However, if you encounter any problems, in the first instance please write to the registered address above, email or call Mortgage and More outlining your complaint, if we are unable to resolve this, you can take your complaint to an independent Ombudsman. Our advice is covered under the Financial Ombudsman Service (www.http://www.financial-ombudsman.org.uk/consumer/complaints.htm).
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Some calls maybe recorded for training and monitoring purposes.