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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Putting Trust at the Heart of Mortgage Advice

Putting Trust at the Heart of Mortgage Advice

Millions of mortgages are ending soon - are your clients ready? Discover why early conversations and trust-led advice are key to supporting borrowers through today’s shifting market.

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Helping Advisers Build Confidence in High-Volume Years

As millions of fixed-rate mortgage deals expire across 2025–26, advisers have a powerful opportunity to deepen relationships and deliver meaningful advice. This article explores how early engagement, tech and human-first conversations drive long-term client value.

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Advisers Have a Real Chance to Add Value in the Fixed Rate Mortgage Expiry Surge

With millions of fixed-rate mortgages expiring, advisers have a unique opportunity to move beyond transactions and deliver long-term value through deeper client engagement, tailored advice, and proactive planning.

Cornerstone Finance The Podcast

Cornerstone Finance Group Launches Podcast to Share Industry Expertise

The Cornerstone Finance Group is launching a new podcast series for mortgage professionals, packed with insights from top advisers, funders, and providers.

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Mortgage Advisors Can Benefit from Being Part of a Wider Network

Jonathan and Andrew Needham picture

Needham Financial Begins Operations Backed by Cornerstone Expertise