We believe protection should be the foundation of all quality financial planning. That’s why we’ve built a proposition that will help you advise with confidence, and invested heavily in tools and support to help you protect more of your clients.
You can choose from two propositions:
- A best of breed selected panel comprising Aviva, Legal & General, Vitality Life, Royal London, AIG, The Exeter and LV=
- A whole of market proposition for advisers that wish to take this route
This choice allows you to select the model that best suits your business and your client bank. Both give you access to a competitively-priced protection proposition with a true focus on client needs.
Our general insurance proposition helps you protect your clients, while enabling you to place business quickly and profitably.
We offer a ‘whole of the market’ comprehensive range of mortgage products to meet the needs of your customers. Whether it’s residential, specialist lending or Buy to Let, our robust mortgage lender panel offers a combination of choice and stability. With access to limited distribution lenders such as HSBC, Tesco, M&S Bank we also have access to exclusive products.
We have chosen to partner with eConveyancer. You will benefit from an advanced online comparison platform that helps your customers choose a quality conveyancer from over 200 nationwide, helping to progress the transaction quickly through to completion in addition to the benefit of an additional revenue stream.
New research by Royal London reveals that 5.4 million adults without a will in the UK would not know where to begin if they were to write one. Mortgage and protection brokers are in an excellent position to advise customers of the need to make a will, but many fail to do so as they fear taking on extra work for little reward.
Stonebridge has partnered with eConveyancer to offer a fast and reliable service that is easy to use.
A mortgage valuation tells the home buyer little about the building’s state of repair, and it won’t necessarily point out structural problems that they will have to pay to fix further down the line. Lenders are also increasingly opting against carrying out physical inspections, or disclosing any detail of the valuation report to the customer. As a result, we have a duty of care as advisers to inform the customer about the home survey options available to them.
SDL Surveying is the chosen referral partner of Stonebridge Group for all home surveys, including RICS HomeBuyer Reports, RICS Building Surveys and a new market-leading product, Homescore. The business, which is part of the MSS Group, was established in 1989 and offers national coverage of surveying services in every postcode across England, Wales, Scotland and Northern Ireland.
SDL’s extensive experience and proven service proposition makes them a strong partner and source of additional income for advisers. In addition, SDL’s technology has been successfully integrated with Revolution Point of Sale System to provide a seamless and straightforward instruction process, tracking function and payment facility.