Helping Clients Starts with Being Well Supported Yourself

Two years ago, I took the leap and set up my own firm after two decades working in financial services with RBS. It was a big change, but one I felt ready for. What I’ve learned since is that having the right support network around you makes all the difference.

Starting out on your own can be daunting, even with years of experience. You’re wearing multiple hats, not just focusing on client advice but managing a business too.

Finding Strength in the Right Support Network

For me, The Cornerstone Network has struck the right balance – offering the infrastructure you’d expect from a large network, while still being small enough that you can pick up the phone and speak to someone who knows your name. That’s been invaluable. Whether it’s technical help, compliance guidance or just a sounding board, there’s always someone at the other end of the line who’s ready to help.

That support has been important in helping me build the kind of relationships I want to have with my clients.

Advice That Matters More Than Ever

In today’s climate, with interest rates higher and many customers coming to the end of fixed-rate deals, the value of advice has never been more apparent. People are facing real challenges, whether it’s rising monthly payments, changes in personal circumstances since the last time they took out a mortgage, or the impact of the cost-of-living pressures on their credit profile.

It’s not just about doing the product transfer. It’s about being there, listening carefully and offering steady support. I’ve had clients return and refer others to me, and that tells me the relationship is working. Those returning clients are now just that – clients, not customers – because we’ve built something that lasts beyond one transaction.

Blending Technology with Human Connection

Technology has helped along the way. The systems Cornerstone provides, including Acre, mean I can access everything I need quickly and securely. It helps me prepare ahead of a call and spend the time with a client talking about what really matters to them. But it’s the human side that’s at the heart of what I do – building trust, understanding priorities, and staying in touch throughout the journey.

Backed by a Network That Lets Me Focus on What Matters

For me, it’s about giving clients the kind of service I’d want myself. And having the right network behind me means I can do exactly that.