MCI Mortgage Club is to become the preferred club for Tavistock Financial’s appointed representatives’ (AR) business.
Under the new arrangement, Tavistock Financial’s ARs will be invited to join MCI Mortgage Club and will also be able to access CRM system Mortgage Keeper for free, subject to minimum levels of business.
MCI will also work alongside Tavistock on areas such as training events and roadshows.
Phil Whitehouse, managing director of MCI Mortgage Club, said: “I am naturally delighted that Tavistock Financial has chosen MCI Club as its preferred mortgage club for ARs. Tavistock Financial is one of the UK’s leading networks and MCI will be working closely with it to ensure its ARs get the best possible experience when dealing with lenders and providers.
“I am extremely proud that MCI Club has made such good progress in such a short time and we have plans to enter into more of this type of strategic partnership in the future. 2016 looks set to be an exciting year for us.”
Brian Galvin, managing director of Tavistock Financial, added: “Tavistock Financial has been looking at its mortgage and protection offering for some time and we are delighted to have strengthened our proposition by linking up with MCI. The market experience of the senior team and the open-minded approach to working together were decisive factors in our setting up this partnership. This will be our first formal partnership in this market as we look to strengthen the offering to our advisers.
“Our members will have a really positive choice open to them but will not be restricted in what they can offer to their clients. We look forward to working with MCI to improve the options open to our members and their clients over the coming years.”
