The Cornerstone Finance Podcast explores the biggest opportunities in today’s mortgage market and discusses how advisers can lead the way.

With millions of fixed-rate deals due to expire and demand from first-time buyers on the rise, 2025 and 2026 will shape the future of advice-led firms. In our latest episodes, we uncover how top performers are turning shifting market conditions into long-term success – from client retention and relationship-led growth to intergenerational lending and equity release.

Listen now to hear what leading brokers, lenders and advisers are doing to stay ahead and how you can apply it to your business.

Featured Episode

 

Bridging Generations – Intergenerational Funding & Equity Release

From gifted deposits to equity release and joint borrower options, our expert guests share practical insights to help advisers navigate these sensitive but vital conversations and unlock more opportunities.

 

What’s covered in this episode:

With guests:

  • Graeme Lewis – Cornerstone Finance Group
  • Gareth Gale – Halifax Intermediaries
  • Wayne Donovan – Cornerstone Finance Group
Listen now
  • Why advisers should open up conversations around intergenerational wealth early
  • How to guide clients through gifting, equity release and lifetime mortgages
  • What JBSP and concessionary purchase options mean for today’s buyers
  • Real-life examples of how advisers are unlocking family support to fund deposits
  • The importance of good advice and trusted relationships in later-life lending

Previous Episodes

Catch up on previous episodes of The Cornerstone Podcast anytime on Spotify or Apple Podcasts – and stay informed with expert insights from across the mortgage and protection market.

Listen on Spotify Listen on Apple Podcasts
Phil Emanuel (Director of Network Growth ) and Graeme Lewis (Head of Network Engagement)

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