Grow With a Trusted Adviser Network

Phil Emanuel, Director of Growth at Cornerstone Network, makes a compelling case for integrating protection advice into every mortgage conversation. He discusses the impact of Consumer Duty, the need for better documentation, and how ongoing support can empower advisers to confidently protect their clients and grow their business.

Steve Evans, Business Development Manager at Scottish Widows Protection, highlights the importance of individualised protection advice. From income protection to life cover, Evans explains why advisers must go beyond the mortgage to truly meet client needs, and how personalised conversations drive real value.

Rob Jackson, Mortgage & Protection Adviser at Trust Mortgage, shares insights from 18+ years in the industry on why ongoing, personalised conversations around protection- tailored to each client's life stage and needs - lead to stronger long-term outcomes.

Roger Morris, Group Distribution Director at Chetwood Bank, explains why buy-to-let investors must look beyond headline rates. With the right tax and mortgage advice, landlords can build sustainable portfolios and avoid costly pitfalls.

Tax planning should never be an afterthought in buy-to-let investments. John McCaffery, Tax Partner at Alexander & Co, highlights why landlords and mortgage brokers must understand the tax implications of ownership structures, financing, and property transfers to avoid costly mistakes.

No two landlords are the same - and that’s why brokers need more than mortgage knowledge. Sarah Hopkins, Mortgage & Bridging Broker explains how building a trusted network of tax advisers, BDMs, and solicitors helps you deliver expert service and guide clients through the complexities of limited company buy-to-let.