Right Mortgage Brochure 2017 flipbook

COMMISSION
EXCELLENT
CHANCE
COMMISSIONS
REFERRAL
DIRECTORS
EXPERIENCED
CHANCE
PMI
CHANCE
GROW YOUR
BUSINESS
COMMISSIONS
YOU ARE OUR
CUSTOMER
CHANCE
COMMISSIONS
MORTGAGE
CHANCE
EXTENSIVE
EQUITY RELEASE
TRAINING
CHANCE
DA CLUB
DA
IN
CHANCE
COMPLETELY
COMMISSIONS
WE VALUE
COLLECT YOUR
COMMISSION AS YOU PASS
JAIL
ACCOUNTANTS INDEPENDENT
ESTATE AGENTS
YOUR FEEDBACK

6 REASONS TO JOIN OUR CLUB
Market leading commission rates
Top Proc Fees
Fair Pricing structure
Friendly support, aways putting our members first
Choice of the whole of the market
Been great to us from day one, always easy to
get things sorted and get advisers on, a great
place for us to grow our business
Supportive compliance team that treats you with respect
Extensive training: Online training academy, National events
and In-house workshops
Danny Tyrrell
TRUST
At the core of our decision making process
is the question, “will this benefit our advisers
and their customers?” We are proud to be
completely independent which means that
our members are at the centre of everything
we do.
RESPECT
We’re the champion of mortgage and
protection advisers. We treat you as a
professional and focus on the outcome you
get for your customers.
PARTNERSHIP
We want to grow with you; safely and securely,
while maintaining personal relationships that
help everyone achieve their aspirations.

HOW TO JOIN
Joining our Network couldn’t be simpler!
Below we have laid this out as a simple 3 stage process
Step 1
Get in touch! call Amanda Wilson
today on 01564 732 744
Your Application
We will need you to complete an application form and provide any supplementary information required for your AR Firm, yourself
as the Principal and all advisers and administrators within the Firm. It is important that these are completed both honestly and
fully so that we can perform the necessary due diligence.
In addition, the directors of your company (anybody with over 20% shares) will each need to complete a Form A so that we are
able to submit your application to the FCA should it be accepted.
Step 2
Step 3
Application Accepted
Should we accept your application and receive five years satisfactory references, we will then send you your contracts and all other
documentation to b e completed to formalise your m embership with t he N etwork. We w ill need t hese to b e signed, and t he
originals to be returned to us via post.
Your Induction
We will provide you with your login details for our website and The Key so that you can complete our online induction, which
should take no more than two days depending on how quickly you would like to complete it. This is then supplemented by our
in-house induction course (which can be taken after authorisation), after which you should have all the skills necessary to submit
compliant business with our Network and record it appropriately.
And that’s it…
Once your induction is complete and all necessary due diligence has been completed, you are free to submit business under one of our
Incubator ARs, or you can wait for the FCA to process your AR Application and trade under your own AR.
“Been great to us from day one, always easy to get things sorted and get advisers on, a great place for us to grow our
business” Danny Tyrrell, Future Financial Advice Ltd

MARKET LEADING COMMISSIONS
Access to the whole of the market via 2 panels
1. THE RIGHT PROTECTION PANEL
• The whole of the market panel.
• Choice of 4 or 2 year terms.
• Up to 193% commissions.
2. SELECT PANEL
• Pick from a choice of leading providers on 4 year
terms.
• You have the choice and access to enhanced terms.
• Up to 211.5% commissions.
SOURCING SYSTEMS
SOLUTIONBUILDER®
The Right Mortgage gives you FREE access to
SolutionBuilder
iPipeline’s multi-benefit sourcing system
Easy to use layout and integration with our CRM
system, the Key, it makes sourcing the most
appropriate Life, Critical Illness and Income Protection
products for your clients a piece of cake.
ASSUREWEB
Assureweb is the free portal in the marketplace,
offering you whole of market coverage from all major
providers.
“Little did I know when I joined the right mortgage network 4just what an amazing network it was to become not only
do I get market leading rates on the mortgage panel and such market coverage on protection” Jason Whitehead

TOP PROC FEES
OUR MORTGAGE PANEL
We recently launched our partnership with L&G Mortgage Club to
enable us to expand our already strong Mortgage Panel and offer even
better rates.
YOUR CHOICE OF SOURCING
SYSTEMS
This list is not
exhaustive
To find out more about our top
proc fees call Amanda Wilson
today on 01564 732 744

WHAT YOU GET FOR YOUR MONEY
We believe in working in partnership with advisers so that our businesses grow together - that’s why we have
a fair pricing structure and an excellent adviser support package. We are continually developing our
proposition based on the feedback of our members and we are passionate about creating a Network in which our
members feel valued and enjoy working with us.
Pricing
Fair pricing which includes your PI and
FCA fees. This coupled with our excellent
commission rates could save you
thousands on your current Network fees.
Support
Our National Account Managers hold
regular meetings with our members and
we are continually developing our
proposition based on their feedback.
Compliance
Our compliance team are friendly and
approachable. They run regular training
sessions to help you learn how to use our
systems and submit compliant business.
Customer Services
We never forget that our members are
our customers and our friendly and
approachable customer services team
are always on hand to help you.
Technology
We have an extensive member website
packed full of useful resources and we are
continually developing our CRM system
to make submitting business easier.
Training
We provide extensive training to keep on
top of your CPD requirements. This
includes; regular conferences, webinars
and monthly in house training sessions.
“...yet again such amazing commission rates. Looking for a new network then there is only one answer in my mind and
that’s The Right Mortgage and Protection Network” Jason Whitehead, Vitality Mortgages

TRAINING
Our excellent training package will take care of all of your CPD requirements.
ONLINE TRAINING
We update our adviser website regularly with new training and
tests to help you meet your CPD requirements. We work hard to
ensure our training is topical and relevant and our software will
automatically produce your CPD certificate upon completion.
REGULAR TRAINING EVENTS
The schedule for 2017 includes:
January: Mortgage workshop
March: Protection Workshops
May: National Training Event and The Right Will Training
July: Sales Opportunities Workshops
September: Protection Workshops
November: National Training Event
Breakfast meetings: February, April, July and October
IN-HOUSE COMPLIANCE TRAINING
Regular sessions run at our offices with our compliance department
to help you learn how to use our systems and how to submit business
more easily and compliantly.
“Already had 2 training days and another in the diary. These aren’t all product push and compliance but ways to share
with other advisers and all be successful as a collective” Jim Withers, Man 4 Mortgages

COMPLIANCE
We have a supportive approach to compliance and our friendly, professional staff will work with you to keep
your business safe.
A COMPLIANCE DEPARTMENT THAT WORKS WITH YOU
Training and support are central to the ethos of our compliance team
and they will work with you to keep your business safe.
• Helping you achieve the best outcome for your customers
• We prioritise well considered advice over the tick box approach
often used to justify a recommendation.
• Training to keep on top of your CPD goals and ongoing regulatory
obligations.
FRIENDLY AND APPROACHABLE
Our compliance team are friendly and approachable and are only ever
a phone call away to help you with any queries you may have.
They also run regular in-house training sessions to help you learn how
to use our systems and submit compliant business to us.
To find out more about our
supportive compliance call
Amanda Wilson today on
01564 732 744
The Right Mortgage has opened
more doors to different parts of the
financial market than my previous
Network. It is innovative and
extremely forward thinking.
Huw Martinson
“Positive, friendly, supportive when needed, and a compliance department who understand sales…. What more do you
need?” Jason Whitehead, Vitality Mortgages

MEET THE DIRECTORS
It is a statement to say that all founding directors have had experience of being an adviser at some point in their
career. This adviser-centric approach is what sets our Network apart.
MARTIN WILSON
CEO
Martin has been in financial services for
around 25 years. He started at the sharp
end selling but evolved his career in
management and motivation. He built a
large direct sales force before he founded
and set up Personal Touch, the UK’s
largest distribution services for financial
services. Martin has used all of his years’
experience and industry knowledge to
develop our National Proposition.
AMANDA WILSON
Director
Amanda has been in financial services
since 1986, with experience as an adviser
and a manager with a tied sales force in
an insurance company. Her background
was in direct sales in all areas of financial
services and she was key in developing
the “non-regulated” products for
advisers at PTFS, before moving to a
membership role. Over the last few years
Amanda has worked within the group
of “Right Companies” to develop each
proposition, while remaining an active
protection adviser until 2015. She is very
happy to be back in the adviser arena
and is key in growing our membership.
ADAM STRETTON
MD
Adam has over 25 years’ experience
in financial services, starting out with
CIS in 1989, where he progressed into
sales management, before moving on
to becoming an appointed rep with
PTFS in 2003. After leaving PTFS in
2010, Adam became directly authorised
and laid the foundations for our
Network. He was an active financial adviser
until 2015 and his wealth of experience
makes him well equipped to support
the growth of our advisers’ businesses.
TANIA STRETTON
Operations Director
Tania entered the financial services
sector 10 years ago, after 15 years in
education and training. After working in
various roles, including as a protection
adviser, she became the managing
director of The Right Will and Estate
Planning in 2011. After only a few years,
The Right Will is now one of the largest
Estate Planning Companies for financial
advisers in the UK, providing a service for
over 500 advisers. Tania puts The Right
Will’s success down to their professional
and personable service and she is key in
driving the same ethos in our Network.
“From our initial meeting with Amanda and Adam we straight away felt at ease and that we were making The Right
decision (no pun intended)” Shaun Williams, New Wave Protection Solutions Ltd

OTHER SALES OPPORTUNITIES
The Right Mortgage and Protection Network
The umbrella for all of the other services that
we offer.
The Right Referral Service
You can refer almost any product
to us and we will be able to
source it for your client, keeping
them happy and earning you
30% of the commission.
The Right Will
Our partner company,
The Right Will offers a
simple will and estate
planning service to
financial advisers.
Membership is free for
TRM members.
The Right Equity
Release
Refer Equity
Release cases to
our partner
company and
earn 50% of the
proc fee.
THIS
WAY TO GROW
YOUR
BUSINESS

The Right Estate Agents
Our newest service will be coming soon...
More details will be released soon so look
out for them at our events and in the
national press.
The Right DA Club
All of the advantages
of our network, with
the freedom to make
your own decisions.
The Right Accountants
Are you paying too much
for your accountancy
services? TRA Specialise
in preparing accounts for
the financial services
industry at market
leading rates.
The Right PMI
This is the arm of our
business that our PMI
advisers sit under. If
you do not sell PMI,
you can refer it to us
and earn 30% of the
commission.
DA

OTHER SALES OPPORTUNITIES
The Right DA Club
All of the advantages of our network, with
the freedom to make your own decisions.
The Right Accountants
Are you paying too much for your accountancy
services? TRA Specialise in preparing accounts for
the financial services industry at market leading
rates.
DA
The Right Estate Agents
Our newest service will be coming soon...
More details will be released soon so look
out for them at our events and in the
national press.
The Right Equity Release
Refer Equity Release cases to our partner
company and earn 50% of the proc fee.

The Right Mortgage and Protection Network
The umbrella for all of the other services that we
offer.
The Right Referral Service
You can refer almost any product
to us and we will be able to
source it for your client, keeping
them happy and earning you
30% of the commission.
The Right Will
Our partner company, The Right Will offers a
simple will and estate planning service to
financial advisers. Membership is free for
TRM members.
The Right PMI
This is the arm of our business that our
PMI advisers sit under. If you do not sell
PMI, you can refer it to us and earn 30%
of the commission.

Call now on
01564 732 744
TRUST
RESPECT
PARTNERSHIP
That’s what makes a great network.
01564 732 744 | www.therightnetwork.co.uk 14
| info@therightmortgage.co.uk