Advising clients UK-wide · 03301 33 11 43 Fully AuthorisedWhole of market
For financial advisors

Mortgage and protection advice alongside your planning.

Where a client's financial plan touches on a mortgage, remortgage, or protection need outside your own scope, Node can pick this up directly.

Mortgage and protection needs come up naturally within broader financial planning conversations. Node can take these on as a referral, handling the mortgage and insurance side while you continue to lead on the client's wider financial plan.

Get in touch to discuss how a referral relationship could work between our firms.

Whole of market
not tied to a panel
15+ yrs
specialist advice
Complements
wider financial planning

Common questions

Do you offer wider financial planning or investment advice?

No — our focus is mortgages, specialist property finance, and protection. We'd expect to work alongside your firm for wider planning, not replace it.

Can you arrange protection as part of a referred case?

Yes — life cover, income protection, critical illness and buildings & contents insurance are all part of what we arrange.

How do we set up a referral relationship?

Get in touch and we can talk through what works for both firms.

Talk to Node about your case.

Tell us what you need and we'll come back to you directly — usually the same day.

Request a call back