A Network Built for Adviser Success
How We Support Our Advisers
Every firm has different needs, so we take a flexible approach to support. Kingsmead Financial Planning provides:
Technology Platform
Access sourcing systems, CRM integrations, and case tracking tools, all brought together to streamline every stage of the advice journey. This unified setup reduces manual workload and ensures advisers always have accurate, real-time information at their fingertips.
Business development support
Dedicated Development Managers to help you grow your mortgage business, providing tailored guidance, strategic support, and insight to strengthen your proposition and drive sustainable growth.
Regulatory & Compliance Support
Providing a compliant, secure environment for advisers to operate with confidence, supported by clear governance. This framework helps meet regulatory requirements, protects client data, and ensures advisers can focus on delivering for their clients.
Comprehensive Product Access
Advisers benefit from a wide panel of lenders, protection providers, and general insurance providers , ensuring they can offer competitive, tailored solutions that meet the needs of their clients.
Training & CPD
Providing a compliant, secure environment for advisers to operate with confidence, supported by clear governance. This framework helps meet regulatory requirements, protects client data, and ensures advisers can focus on delivering.
Case checking & file audits
Comprehensive case checking and file audits to ensure your advice meets regulatory expectations, supported by clear guidance and actionable feedback.
Lender & Provider Access
Kingsmead Financial Plannning advisers have access to a carefully selected panel of high street lenders, specialist mortgage providers, protection insurers, and general insurance companies , ensuring they can provide competitive solutions tailored to their clients' needs.
Our relationships with key lenders and providers mean that advisers benefit from:
A broad range of mortgage solutions from mainstream products to specialist lending, catering to a variety of client circumstances
Exclusive products and rates giving advisers a competitive edge in the market.
Comprehensive protection and GI solutions ensuring clients receive a full-service approach to financial security.
Strong relationships with providers offering advisers ongoing support, insights, and regular product training.
Join Us
Whether you’re an established adviser seeking new opportunities or taking your first steps in the industry, Kingsmead Financial Planning is ready to guide and support your growth.