Get Started
Supported by ValidPath

Our guide to offering mortgage advice

Getting qualified is just the start. Our guide gives you a framework to shape your mortgage advice service, from defining your proposition and understanding the permissions and processes you need, to launching it with ValidPath’s expert support. Download the guide and get helpful tips directly to your inbox by filling in this form.

    Complete the form to download the guide.
    This form is subject to our Privacy Policy
    background gradient background gradient background gradient

    Deliver mortgage advice with confidence

    Icon for Mortgage Advice

    Mortgage advice can bring clients into your business earlier, deepen existing relationships, and keep more of their financial needs within your firm. This guide helps you build your service around the business you want to run.

    From qualifications and permissions to technology, lender access, and compliance, it gives you the foundation to get your service off the ground and shows where ValidPath can step in with the expertise, resources, and ongoing support to put your plan into action.

    Our guide will empower you to:

    • Define a mortgage proposition that fits your clients and wider business
    • Understand the qualifications, competence, and permissions you need before advising
    • Put the right technology and lender access in place
    • Build a clear process that supports good client outcomes
    • Recognise when a case needs extra care or specialist expertise
    • Keep your service compliant, current, and developing over time

    Download our guide

    How our Members have grown their businesses
    ValidPath logo
    Insights

    How our Members have grown their businesses

    Learn from ValidPath Members who’ve grown their businesses with ValidPath’s support, with first-hand insight into what worked, what changed, and what they learned along the way.
    Brian A.
    From no client bank to £115 million in client assets.
    Read story
    Ciaran S.
    Under-promise, over-deliver: growing my IFA business.
    Read story
    Gary W.
    I stopped networking. Then a friend referred £1.5 million.
    Read story
    Phil J.
    ValidPath helped me take control of my time. Here's my advice for new IFAs.
    Read story
    Frederika C.
    I helped one client retire. She referred me to two more.
    Read story
    Lily B.
    How I got ready to start my own financial advice business.
    Read story
    ValidPath logo
    Guides

    Explore more in-depth guides

    ValidPath logo
    Welcome to ValidPath

    Get one-to-one support for your growth plans

    Ready to look beyond our guide? Our team can help you shape the right growth route for your business, with expert support tailored to your goals, clients and capacity.
    110%
    of annual projections achieved on average by firms in their second year with ValidPath
    94%
    of our Members would recommend ValidPath

    Talk to our team about your IFA business

    Whether you want to grow, expand your offering or build your team, ValidPath offers the authentic independence and dedicated support you need to turn your ambitions into action.
    Talk to our team about your business