Vision Money renews Stonebridge membership in long-term agreement

Vision Money has renewed its membership with Stonebridge, with the Cornwall-based advisory firm citing technology, support and compliance as key factors behind the decision.

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Vision Money has extended its relationship with Stonebridge after signing a new long-term agreement with the mortgage and protection network.

Based in Truro, Cornwall, Vision Money has a team of eight advisers covering a broad range of mortgage sectors, including residential, specialist, self-build and later life lending.

Principal and managing director Ben Leach (main picture) said the firm’s decision to remain with Stonebridge was influenced by the network’s technology offering, access to senior management and what he described as a balanced approach to compliance.

Leach said: “Not all networks are equal, and we really feel incredibly well supported by Stonebridge.

“The fact that we can access senior management is just one of the things that stands out. It tells us they’re genuinely invested in our success, and then there’s the technology.

“We use the network’s adviser platform, called Revolution, and that underpins our business. On compliance, we’ve heard how other networks can get it all a bit wrong, either being too strict or not strict enough, but we feel Stonebridge strikes the right balance.”

Leach said the firm is looking to increase both business volumes and adviser numbers over the coming years.

Stonebridge said it remains focused on supporting appointed representative firms through ongoing investment in its technology platform and wider proposition.

The network is currently the second-largest mortgage network by number of appointed representative firms and said it added more AR firms than any comparable network last year for the fourth consecutive year.

Jo Carrasco, business partnerships director of Stonebridge
Jo Carrasco, Stonebridge

Jo Carrasco, business partnerships director at Stonebridge, said: “Having firms like Ben’s renew is the biggest compliment we receive.

“There’s no shortage of choice out there, but we work tirelessly to give ARs every reason to think of us as an extension of their own business.

“We’re constantly improving Revolution, and we’ll continue to invest in it so it remains the backbone of our ARs’ businesses and gives them a runway to success.”

The renewal further strengthens the long-standing relationship between the two businesses as Vision Money pursues its next phase of growth.

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