Related topic: Advice

More than half of prospective first-time buyers believe it is difficult to get accepted for a mortgage.

63% report that clients are independently using AI tools in relation to their financial advice.

The Group has launched new solutions for brokers through its Mortgage Minds offering.

Emily Brand, head of family law at Boodle Hatfield LLP, explores the significant impact proposed cohabitation reforms could have on financial advisers, their relationship with clients...

Mortgage intermediaries handled a record number of cases during the second quarter of 2026, despite falling confidence in the wider mortgage market, according to the latest Mortgage...

Joe Aston, sales and commercial director at Aria Finance, says increasingly, the adviser’s role will be to interpret information, challenge misconceptions and apply professional...

Face-to-face advice remains the preferred option across all age groups.

39% of advisers say they begin engagement when the client is past 50.

Ash Borland, mortgage business coach at Ash Borland Consulting, says pre-handling isn't a sales technique, it's a design principle - and it's only possible if the call has actually...

Take-up rates are significantly higher when assessments are embedded into key moments in the customer journey.