HLP’s Bespoke CRM is Changing the Game for Firms
Earlier this year, we began the strategic rollout of HLPartnership’s new bespoke CRM system which is a true game-changer. This was no off-the-shelf solution; it was designed entirely in-house, with our brokers deeply involved at every stage of its development. Our goal was clear: to build a platform that gives our advisers unparalleled control, is […]
The AR Advantage for Directly Authorised Mortgage Firms
Directly Authorised (DA) mortgage and protection advisers are feeling the ever-growing pressure of regulatory compliance, the endless pile of administrative tasks, and perhaps a touch of isolation from operating entirely on their own. In today’s fast-paced financial world, keeping up with every new rule, juggling back-office duties, and simultaneously building a client base can feel like a considerable challenge. Imagine having more time and energy to genuinely connect with clients, understand their evolving needs, and deliver exceptional service.
HLPartnership Wins Prestigious Customer Excellence Award at Legal & General’s Business Quality Awards
HLPartnership, one of the UK’s leading mortgage and protection networks, has proudly won the Customer Excellence Award at the esteemed Legal & General Business Quality Awards. This prestigious recognition underscores HLPartnership’s unwavering commitment to delivering outstanding service, high-quality financial advice, and exemplary customer outcomes. The Legal & General Business Quality Awards celebrate firms that demonstrate exceptional standards in protection advice […]
HLPartnership Expands GI Panel with Three New Providers
HLPartnership (HLP), one of the UK’s leading mortgage networks, is expanding its General Insurance (GI) panel in response to adviser feedback. HLP will increase the number of providers on its panel from two to five. LV= and Paymentshield will be joined by The Source, Uinsure, and 3XD. This expansion provides HLP advisers with a broader […]
The Appointed Representative Pathway To Your Own Mortgage Advice Firm
In the early days of their career, most mortgage and protection advisers are focused on mastering the fundamentals: building trusted relationships, giving sound advice, and deepening their technical knowledge. But with time, priorities often shift. The aim becomes less about simply writing business and more about building something that lasts. That transition from adviser to […]
Time for a Change? What to Consider When Switching Mortgage Networks
Running a mortgage and protection business is no small feat. Over time, you build client relationships, develop your team, and put processes in place to ensure everything runs smoothly. But as your business evolves, it is only natural to question whether your current network is evolving with you. Switching networks is not something advisers take […]
HLP Enhances Its Proposition with Launch of Custom-Built CRM System
HLPartnership (HLP), one of the UK’s leading mortgage and protection networks, has announced the launch of its in-house developed CRM system. Designed specifically for mortgage and protection advisers, this proprietary platform integrates every aspect of the advice journey, giving advisers complete control. With this launch, HLP reaffirms its commitment to redefining how technology supports advisers, […]
HLPartnership Announces the appointment of Matt Brown as Propositions Director
HLPartnership (HLP) has confirmed the appointment of Matt Brown as its new Propositions Director. With over 20 years of experience in financial services, Matt most recently served as Head of Proposition at PRIMIS Mortgage Network, where he focused on enhancing broker relationships and developing propositions for the intermediary market over the past three years. Prior […]
HLPartnership recruits Helen Ferneyhough Associates
Award-winning, technology-focused mortgage and protection network HLP once again demonstrates its commitment to recruiting high-quality firms with the announcement that Helen Ferneyhough Associates (HFA) has joined its network. HFA, based in Wigan, has grown into a firm with nine advisers, dedicated to providing high-quality advice and unwavering commitment to its clients, with plans for further […]
Peter Curran Joins HLP Board as Partnerships Director
HLPartnership (HLP) is delighted to announce that Peter Curran has joined its board in the newly created role of Partnerships Director. Curran brings over 30 years of leadership experience in the financial services industry, positioning him as a key strategic asset as HLP continues its trajectory of growth and expansion. Curran previously served as Managing […]