TRUINVEST MORTGAGE DESK NOW OPEN FOR BUSINESS
Market disrupter chooses Weybridge as mortgage hub A company which completed its first deals less than a year ago has established a central mortgage desk to support their firms in providing truly holistic advice. Having hit its ambitious target to have £1billion of assets under its advice within the first 12 months of trading, the group has spent the last year developing propositions across the company to provide specialist advice in key areas.
Truinvest, one of the country’s most innovative emerging financial services groups, has founded a mortgage desk from the hub of one of their first acquisitions. Group Rapport Ltd, is a Weybridge-based company providing a full range of advice services to both corporate and private clients. It was established 13 years ago and has four advisors.
Truinvest identifies itself as a “market disrupter” - looking to reinvent how traditional financial planning is delivered in the UK - and has the backing of prominent family office, Stonewood Wealth Management, which has injected an undisclosed amount of funding.
Truinvest Mortgages will be based in Group Rapport’s office under the management of Rachel Lane. A Chartered Financial adviser and a previous winner of the “Personal Finance Society Mortgage and Protection Advice Specialist of the Year” Lane is delighted to be developing the team further. “Mortgages are an important part of financial planning but it can be hard for advisers to effectively manage applications due to the sheer amount of work that goes on behind the scenes. The mortgage desk will ensure that clients get the best possible service and advisers can concentrate on what they do best in their role with the client.”
Mark Smith, its chief executive officer, said today: “Micky and I formed Truinvest to create a modern, forward-thinking financial services business focused on giving highly-personalised advice and supported by the best of technology. We believe this will enable the group to deliver great client service while freeing-up our advisors to spend more time with clients on the things that matter most in all aspects of their financial planning. The launch of the mortgage service is a great example of how we can help our advisers to support their clients and helping to make their clients lives better”.
Micky Johal co-founder of Truinvest added, It has always been a key part of our strategy to grow the business by recruiting and training new advisers and this new development will help those advisers provide a wide range of services. As well as the new advisers coming aboard, “detailed discussions” were well progressed on further transactions and that announcements would follow as these came to completion in 2021 and beyond.