Work with The UK Adviser Group
We work with lenders and professional introducers — including accountants, surveyors, solicitors and property professionals — to support clients across the full spectrum of mortgage and property finance.
Partnership arrangements are subject to commercial terms, compliance requirements and mutual approval.
Find your partnership route
Select your organisation type to see how we can work together, likely client scenarios and the recommended next step.
Lenders
Likely client scenarios
Clients seeking residential, buy-to-let, bridging or later-life lending facilities where your products may be suitable.
How we can help
We package cases carefully, present them in line with your criteria, and maintain compliance-led client journeys that support efficient decisions.
Referral route
Direct adviser-to-lender relationship with structured case submission and clear communication throughout.
Recommended next action
Arrange an initial conversation to discuss criteria, product fit and case packaging standards.
Lenders working with us
We value strong, transparent relationships with lenders across residential, buy-to-let, bridging and later-life lending.
Practical case insight
Our advisers bring commercial understanding of how cases are structured and presented to support efficient decision-making.
Structured packaging
We aim to package cases clearly and completely, reducing back-and-forth and supporting smoother lender assessment.
Compliance-led client journeys
Our advice process is built around FCA compliance, ensuring client journeys are documented and defensible.
Lender criteria and product conversations
We maintain open dialogue with lenders about criteria, product fit and case-specific requirements.
Bespoke products where suitable
Where available and suitable, we explore bespoke product options with lenders to support specific client needs.
Suitability, lender criteria, affordability and compliance checks always apply. We do not promise exclusive rates, approvals or guaranteed lender outcomes — every case is assessed on its individual merits.
Professional introducers
We work alongside professional introducers to support shared clients with clear, joined-up mortgage and property finance advice.
Accountants
Supporting self-employed, business owner and contractor clients with complex income structures.
Surveyors
Collaborating on valuations and surveys that support mortgage and property finance applications.
Solicitors
Coordinating conveyancing support to keep property transactions on track and compliant.
Property Professionals
Working with estate agents, sourcers and developers to support clients' finance needs.
A clear partnership route
A straightforward, professional process from first conversation to working together.
Initial conversation
A confidential discussion about your organisation, client base and what you're looking for from a partnership.
Fit and referral pathway
We explore how referrals would work in practice and identify the most suitable referral route for your clients.
Commercial terms
We agree clear commercial terms, communication protocols and any compliance requirements upfront.
Start working together
We begin referring and supporting shared clients with clear, professional communication throughout.
Start a partnership conversation
Complete the form below and a member of our team will be in touch to discuss how we can work together. All partnership arrangements are subject to commercial terms, compliance requirements and mutual approval.
Who we work with
- Lenders
- Accountants
- Surveyors
- Solicitors
- Property Professionals
Your home may be repossessed if you do not keep up repayments on your mortgage or loans secured against your property.