FirstXtra Financial Services has joined Mortgage Advice Bureau (MAB).
The Newbury-based brokerage consists of 11 advisers and six administrators. It was originally set up by Alan Hall more than 20 years ago, and he continues to pay an active interest in the business as a shareholder.
His son, Chris Hall, joined the firm not long after it was founded, and became managing director in 2014.
FirstXtra is aiming to double the size of the business in the next few years.
Mortgage Advice Bureau offers advice throughout the UK from a network of more than 2,000 mortgage advisers.
Chris Hall said: “We’re thrilled to be joining Mortgage Advice Bureau, capitalising on the numerous possibilities this presents.
“We’re particularly looking forward to the implementation of the lead journey for our introducers and our customers. This will ensure that we leave no stone unturned with the nurture process. MAB’s client portal is vital to this, as customers can complete the front end of their homebuying journey without the broker’s involvement.
“By leveraging the expertise of our advisers and MAB’s cutting-edge technology, this strategic partnership positions us to significantly elevate our business to new heights. We’re driven to grow and develop as a mortgage firm, and we’re confident that MAB’s innovative partnership model and forward-thinking proposition will be crucial to our success.”
Rob Gent, sales director at Mortgage Advice Bureau, added: “FirstXtra Financial Services align with MAB’s ambitious, innovative, and growth-oriented approach to business success.
“Our customer-specific digital tools and solutions will support the firm with its lead generation and retention capabilities, while optimising adviser productivity. We look forward to working more closely with FirstXtra in 2025 and beyond, helping them bring their ambitious growth plans to life.”
