The Cornerstone Network is a pioneer in the financial services industry, redefining what it means to be part of a network. Combining the controls of a traditional network with the flexibility of a directly authorised (DA) model, we empower ambitious Mortgage & Protection advisers to grow their businesses with confidence.

 

Our Mission & values

To collaborate with individuals and businesses who prioritise client relationships and quality outcomes. We empower ARs & RIs to become trusted advisers by providing access to a wide range of financial products and services, enabling them to meet all of their clients’ financial needs.

Building trust through transparency and fairness.

Upholding the highest standards of professionalism.

Delivering exceptional solutions that maximise return on investment.

Exceeding expectations through innovation and dedication.

Our journey so far

Founded in 2021, The Cornerstone Network began with a vision to deliver unparalleled value to firms and their clients. From the outset, we adopted the innovative concept of providing multiple income streams, including commercial finance, insurance, pensions, and protection, all managed and paid through a single, central source.

Since then, we have expanded our offerings through strategic partnerships, adding equity release, estate planning, conveyancing, secured loans, FX and international mortgages to our portfolio. This reflects our ongoing commitment to providing comprehensive and integrated support.

Key Achievements

From a humble start with just 15 advisers, we’ve grown to nearly 200 advisers, with ambitious plans to reach 300.

We leverage Acre as our CRM and Microsoft Power BI for data-driven insights, streamlining operations and enhancing client outcomes.

Our “Live Compliance” concept ensures 100% case checks within 24 hours, providing peace of mind and maximising efficiency.

We are proud members of the Industry Panel for Financial Advice (IPFA), an invitation-only group for top-performing firms.

OUR APPROACH

We prioritise building strong, lasting client relationships based on trust and understanding.

We offer a comprehensive suite of financial products and services to meet diverse client needs.

We stay ahead of the curve by embracing cutting-edge technology and adapting to the evolving financial landscape.

We provide our ARs & RIs with the resources, expertise, and guidance they need to succeed.

Looking Ahead

As a young and dynamic network, we are dedicated to empowering ambitious ARs and RIs who prioritise building lasting relationships with their clients. In a constantly evolving financial landscape, The Cornerstone Network remains committed to providing cutting-edge tools, specialist knowledge, and a comprehensive suite of financial products. Our experienced leadership and strong industry partnerships ensure that advisers can stay ahead of the curve, offering tailored solutions that meet every client’s unique needs.

Part of the Cornerstone Finance Group

News & Insights

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The Cornerstone Network Celebrates Reaching 105 Appointed Representatives

The Cornerstone Network has reached 105 Appointed Representatives in 2025, marking a year of rapid growth and national recognition as one of Wales fastest-growing businesses.

Vicki Picton

Advisers Can Help Clients Move Beyond Bad Credit

Vicki Picton, Director and Mortgage & Protection adviser at Veritas Financial Group, explains how advisers can help clients move beyond bad credit by combining early engagement, lender relationships, and strategic planning to achieve homeownership.

Philip Keith

Lender Links Help Advisers Support Bad Credit Clients

Philip Keith, Director at Mellow Financial, highlights how strong lender relationships and adviser expertise help clients with bad credit navigate the mortgage market and achieve homeownership.

GW Mortgage and Protection Specialists

GW Mortgage and Protection Specialists joins The Cornerstone Network

GW Mortgage and Protection Specialists, led by George and Harry White, has joined The Cornerstone Network as an appointed representative, gaining access to training, operational support, and growth opportunities while expanding into the commercial market.

CJM Finance

CJM Finance joins The Cornerstone Network

Founded by Conor Mullane, CJM Finance was created to deliver something special for clients - a trusted, client-first advice firm built on confidence, care, and long-term relationships.

Open 2 Finance

Open 2 Finance joins The Cornerstone Network

Open 2 Finance, founded by Callum Booth, has joined The Cornerstone Network as an appointed representative. The partnership will provide training, compliance, and operational support as the firm focuses on delivering trusted, client-centred financial advice.