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The Finance Roome

Introduction

The Finance Roome has been trading for 12 years and has been based at Gloucestershire Airport. They pride themselves on honest independent advice, only selling to clients’ needs with the guarantee of NEVER rebroking any of your clients’ mortgage (or other areas that you wish to handle yourself).

Key Features:

This year has seen the business go from strength to strength. Not only have they moved into a brand new purpose-built office accommodation, but their team has continued to expand organically as has their reputation locally and further afield for providing the best possible advice and service for all their clients. Being independently Directly Authorised means that they have access the whole of market and therefore are superbly equipped to offer the best range of protection products alongside bespoke advice.  They are a strong team of advisers and administrators to be able to process your client’s needs as quickly as possible.

  • They guarantee to never cross sell a mortgage to your clients
  • They are independent, so can look to insure as many people as they can
  • They care about finding the right product
  • Same day service
  • Easy referral system

Registration Process:

If you’d like to use this referral service, please email Dan Jones, Business Development Director at dan@thefinanceroome.co.uk and he will forward you a referral form which must be signed and returned.

Once you have registered, to refer a customer. Simply email your client’s details to info@thefinanceroome.co.uk or call 01242 226 353 – whichever you prefer!

Get in touch with us today.

Interested in TMA’s Protection offering? Contact us for a discussion…