Can you identify financially vulnerable customers who need advice and support to make the right choices? A Money and Mental Health survey of 5,500 people found that 86% of respondents who experience mental health problems said their financial situation had made their mental health problems worse.
Having a lack of financial well-being can have serious detrimental effects on a person’s health, so what can we do to help? We’ve identified important areas where brokers can position themselves as advisers through the whole lifetime of a mortgage, to ensure clients are properly looked after and their best interests are reflected in the products they take out.
This guide covers:
Educating clients on managing their money effectively, with an eye on possible future shocks, as well as understanding the importance of long-term planning.
How to identify financially vulnerable people, and how brokers can support them in finding the right mortgage for their needs.
Where brokers can position themselves as advisers through the life of the mortgage, thus becoming a point of contact for referrals and a trusted source of good advice and sound financial products.
Download your copy below.
The Brokers Guide To A Clients Financial Well-Being
A guide to help you identify financially vulnerable customers who need advice and support to make the right choices.
Information on this site is for use by authorised intermediaries only and should not be relied upon by anyone else.
Accord Mortgages Limited is authorised and regulated by the Financial Conduct Authority. Accord Mortgages Limited is entered in the Financial Services Register under registration number 305936. Buy to Let mortgages for business purposes are not regulated by the Financial Conduct Authority. Accord Mortgages Limited is registered in England No: 2139881. Registered Office: Yorkshire House, Yorkshire Drive, Bradford BD5 8LJ. Accord Mortgages is a registered Trade Mark of Accord Mortgages Limited.
References to 'YBS Group' or 'Yorkshire Group' refer to Yorkshire Building Society, the trading names under which it operates (Chelsea Building Society, the Chelsea, Norwich & Peterborough Building Society, N&P and Egg) and its subsidiary companies.
All communications with us may be monitored/recorded to improve the quality of our service and for your protection and security. Calls to 0800 numbers are free of charge from a landline or mobile. Calls to 03 numbers are charged at the same standard network rate as 01 or 02 landline numbers, even when calling from a mobile.