The Mortgage Stop, a Romsey-based brokerage founded by husband and wife team Rohit and Rita Kohli, has joined New Leaf Distribution as an appointed representative after five years with Stonebridge.
The switch is intended to support the next stage of the firm’s development, with the Kohlis citing a need for greater flexibility and access to a wider range of financial products. They believe the new arrangement will allow them to enhance the level of advice they offer clients, particularly those with more complex needs.
Under New Leaf, The Mortgage Stop will be able to offer a broad panel of mortgage options as well as introduce clients to bridging and secured loans. The firm will also be able to move beyond mortgages into a full financial advice proposition, reflecting what the directors say is a growing demand among their client base for joined-up, tailored support.
Rohit Kohli, director of The Mortgage Stop, said the firm’s decision followed a period of steady growth. “After five strong years with Stonebridge, we felt it was time to take the next step,” he said.
“As our business has grown, so have the needs and complexity of our clients’ circumstances. We wanted a network that could support us in offering a wider range of lending and protection options – not just the standard cases, but the ones that need a more tailored approach.
“From the moment we walked through the doors of New Leaf’s Essex head office — where the sign says ‘where everybody knows your name’ — they certainly did. We felt welcome from day one. The onboarding experience so far has been excellent, and if that’s the standard, we know we’ve made the right choice.”
He added that New Leaf’s values aligned with their own. “Like us, it’s a family-run firm focused on quality advice rather than chasing scale at any cost. It offers the support, flexibility and stability we were looking for.”
Rita Kohli, managing director, said the move marked an important milestone in the business’s growth. “From launching the business in the first week of the COVID pandemic to where we are today, it’s taken a huge amount of hard work — but we’ve grown steadily and built something that we’re really proud of,” she said.
“Now, as we expand into a broader range of financial services for our clients, our new relationship with New Leaf gives us the platform to go further.”
Daniel Hobbs, chief executive of New Leaf Distribution, welcomed the firm to the network. “It’s fantastic to have The Mortgage Stop onboard, as they are the perfect fit for a network like ours,” he said.
“We’re looking forward to helping them really grow their business, cater to more complex clients and diversify into wider financial advice, something that more and more brokers are now doing through New Leaf.”