Future Finance

"Since launching as an Authorised Representative, the organised, clear, and open approach taken by the back office has helped streamline our own internal processes"

David Reid, Director

Future Finance

Introduction

David joined us having passed all his mortgage exams with flying colours and mixing that with his experience in property development, we thought that we had a winning combination on our hands, and we weren’t wrong. David quickly got the hang of being a busy mortgage adviser and business owner. He is constantly striving to not only provide excellent service to his clients, but also embrace the opportunities available across the group to open other income streams like commercial Insurance and Commercial Finance. We look forward to helping David take Future Finance to the next level in terms of growth and profitability.

Why did you choose the Cornerstone Network?

“When choosing Networks the Cornerstone Network stood out. Whilst working with Cornerstone as a Registered Individual we are aware and are finally tuned with the systems, compliance, and administration processes. Since launching as an Authorised Representative, the organised, clear, and open approach taken by the back office has helped streamline our own internal processes and give clear direction moving forward.”

The Results

“Since joining the Network, we have achieved many successes. However, most recently we completed a complex case involving the re-mortgaging of 3 semi-commercial properties onto two mortgages which had an applicant with recent adverse credit history and a loan to value void. This case took a lot of work and attention. Completion was very welcome!” - David Reid, Director of Future Finance