Mortgage Keys Wealth Management

Franchise Opportunity

Mortgage Keys Wealth Management focuses on delivering best-in-class mortgage solutions and independent financial advice across the UK. It has over 10,000 active clients, procured some £85m worth of mortgages last year and manages over £100m in funds.

The company has developed a franchise opportunity so others can share in their success. The franchise team’s credentials encompass the most respected names in the industry – Allied Dunbar, Zurich, Openwork, KPMG etc, so whether you are new to the industry or are already practising as a Mortgage Advisor/IFA, you’ll receive individual attention from the best. If you follow the proven Mortgage Keys Wealth Management ‘blueprint for success,’ you can achieve a full return on investment within 12 months.

The Mortgage Market

Mortgage Advisors – With residential, semi-commercial, commercial, overseas mortgages, there are many different mortgages that people need, and most people will require a mortgage at some stage of their life.

For example, in the UK, the average residential mortgage value is currently £150,000 and is renewed every 2 years. 75% of these mortgages are procured through advisors and 75% of these carry broker fees. The average net advisor earnings per case is currently £1200 which means writing a realistic 2 cases per week can deliver earnings of £84,000 per annum.

IFAs – The market for IFAs is even more rewarding and our ‘Whole of Market’ approach ensures you have access to the widest range of protection, investment and pension solutions to meet clients’ needs where others can’t.

The average IFA earnings per case is currently £1600 which means £112,000 per annum where 2 cases per week are written.

What Franchisees Do

You will do what you do best – convert leads, develop and control your own business.

You will do this while being part of a leading national company that operates in the regulated financial services market and is directly authorised by the FSA. This provides the profile, security and credibility required to build a profitable, sustainable, compliant business.

The Benefits

People – All directors are proven mortgage advisors and IFAs have spent time with blue-chip organisations before establishing successful practises of their own. Chemistry and shared vision between you and these individuals is important so the company arranges for you to meet everyone.

Performance – Mortgage Keys Wealth Management continues to grow year on year but its size means you get individual attention and support by quality people and intelligent processes.

Its sister company, the financial services training provider MK Academy, delivers first time pass rates over 95% for CeMAP and 100% for CeFA. That has helped win contracts to train the workforce of companies that include Citibank, Prudential, Openwork, Intrinsic etc, so if you’re not already qualified, the training will give you a head start.

Products – Unless you have access to the widest range of products to meet your clients’ needs, you are limited in how far you can develop the relationship. The ‘Whole of Market’ approach maximises your opportunity to convert your lead and develop the relationship.

Progression – The company offers a clear development path beyond mortgage advice to full IFA status. We will help you achieve the correct qualifications for the products and services you wish to sell. Should you wish to employ staff, the company will assist you in the recruitment process with its HR experts.

The Franchise Package

The company provides you with everything you need to start and run your own profitable Financial Services business:

• CeMAP Training (compulsory for prospective Mortgage Advisors)
• CF or CeFA Training (compulsory for prospective IFA's)
• Comprehensive Business Development, Sales & Marketing Training
• Compliance Training
• Lead Generation
• Best-in-Class Sourcing Software: Mortgages, Insurance & Related Products
• Access to All Lenders/Insurance Providers
• Access to Exclusive Mortgage/Lending Products
• Dedicated Business Development Mentor
• Administrative Support - commission payments, supplier management & back office functions
• Marketing Support - communications, campaigns & dedicated website
• Advisor Support Portal
• Recruitment Assistance
• Ongoing Sales and Compliance Support
• The strength and credibility of a nationally recognised brand

Categories
Business Services	Finance	Financial
Mortgages/Loans

Locations
Avon	Bedfordshire	Berkshire
Borders	Buckinghamshire	Cambridgeshire
Central	Cheshire	Cleveland
Clwyd	Cornwall	County Antrim
County Armagh	County Down	County Fermanagh
County Londonderry	County Tyrone	Cumbria
Derbyshire	Devon	Dorset
Dumfries and Galloway	Durham	Dyfed
East Sussex	Essex	Fife
Gloucestershire	Grampian	Greater Manchester
Gwent	Gwynedd County	Hampshire
Herefordshire	Hertfordshire	Highlands and Islands
Humberside	Isle of Wight	Kent
Lancashire	Leicestershire	Lincolnshire
Lothian	Merseyside	Mid Glamorgan
Norfolk	North Yorkshire	Northamptonshire
Northumberland	Nottinghamshire	Oxfordshire
Powys	Rutland	Shropshire
Somerset	South Glamorgan	South Yorkshire
Staffordshire	Strathclyde	Suffolk
Surrey	Tayside	Tyne and Wear
Warwickshire	West Glamorgan	West Midlands
West Sussex	West Yorkshire	Wiltshire
Worcestershire	Greater London