For You | For Family | For Business

Client Portal

Common Partnership questions.

Ask our Support Team

Which clients can I pass to you?

At the beginning of the relationship, we will discuss the profile of the clients that we are best suited to assist.

How do you keep me informed of activities with my client?

Where legally appropriate, we keep you informed by email, and our audited client portal. We keep full records of all advice offered and discussed. 

Can I be sure you won’t go directly to my client?

Please be assured we will never approach your client directly or, attempt to cross-sell any product or service at any time. Our formal agreements protect all parties in these scenarios and are transparent.

Do you ensure client confidentiality?

As directed by our regulator the FCA, we store client documents securely in a GDPR-compliant way. We not discuss confidential information with anyone, unless instructed by the client. In certain scenarios, this will apply to the introducing partner.

Do you have any information I can send to my client?

We are proud to say we run a paperless business and believe brochures are unnecessary in today’s age. Our website contains a wealth of information. However, if you require further detail after viewing the website, please do not hesitate to get in touch. 




Estate Agents

The Introducing Partner Process

Working with HB Partners



Exploratory Conversation

With each introduction received from an introducing partner we discuss the client’s situation and the desired objective. Throughout the whole advice process, the introducing partner is kept informed where necessary, and progress is logged via our client portal.

Once we have made our introduction to the client, and our onboarding process has been completed, we will compare the relevant providers and look for the most appropriate product to meet the client’s circumstances.

Our Expert Recommendation



Discover the Right Product

Once a product has been found we will discuss with the client, and, where necessary the introducing partner, to ensure there are no impacts to tax or legal planning.

Once a client, and the introducing partner, are satisfied, we will then proceed with an application. We will take care of all the paperwork relating to the application, and will update the client and introducing partner at all stages, as the case progresses towards completion. 

You are now ready to go!

Working with introducing partners is an important part of our business. It involves a high degree of trust and respect between all parties.

Introducing Partnerships

Accountants | Solicitors | Wealth Managers | Private Banks | Estate Agents

Call us 01923 964160

If you would like to discuss a working partnership with us, call us on 01923 964160

Meet our Advisers

01923 964160


For more than ten years we have created partnership programmes and have worked with a wide range of introducers.


Where permissible by our regulator (the Financial Conduct Authority) we can and do pay fees to introducers, but this is never to the detriment of the client. Any fees paid are deducted from our standard fees.


An essential part of building long-term relationships with our introducing partners is regular, open communication. We keep the partner informed at all stages of their client’s application. 


Once we agree that a working partnership is possible, background checks need to be completed. Once the checks are received, formal agreements and applications are signed by all parties, and the process of introducing can begin.

Frequently Asked Questions

We're always ready to help. Ask us anything

If you have a specific question, please click below to make your enquiry, and we will be happy to help you.

Please contact us if you have an interest in becoming an introducing partner

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By submitting information through this website, you have given your agreement to receive verbal contact from us to discuss your mortgage requirements. You voluntarily choose to provide personal details to us via this website. 

Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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Why use us?

We provide expert professional advice to homeowners and first time buyers on mortgages, remortgages and buy to lets.

We have over 25 years' experience in the mortgage industry, offering a wealth of knowledge and the highest standards of professionalism. 

We are qualified to advise you on your equity release requirements.

We don’t sell. We listen objectively and identify financial risks which allow us to put in place the best insurance policy available.

Where necessary, we have direct access to senior underwriters in some of the biggest insurance providers in the UK.

We have access to technical insurance portals to analyse the best providers and policies across the whole of the market.

Get in touch

Private Banks

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What our clients say

"We strive to offer our clients the best possible service, so that they become clients for life.

Your feedback is valued, and by listening to you, our relationship becomes stronger"  

Please click here to see the full list of reviews

Mark Culham 

Adviser & Co-Founder

Steve Jascourt

Adviser & Co-Founder

"I get satisfaction about having ‘real’ conversations with people about why having the right cover in place is so important. I also take a lot of comfort from knowing that our clients are covered should the worst happen."

“Arranging mortgages for my clients impacts positively on their lives, and gives me immense job satisfaction. When a client returns for repeat business, or refers family and friends to me, I know that I have done a great job.”

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