Adviser Success Story – Kings Bridge Mortgage Advice

Putting Clients First

Phillipa Oliver and Phil Preist of Kingsbridge Mortgage Advice have built their business on a clear principle of putting clients first.

Based in the South West, their firm focuses on delivering simple, transparent, and accessible mortgage advice, with no hidden costs or advice fees. Their team of experienced advisers works flexibly to meet clients’ needs, ensuring a personalised and professional service at every stage.

Ambitious Plans

At the start of 2024, they made the decision to join The Right Mortgage after leaving their previous network, with a clear vision for growth.

Their goals included expanding the business, recruiting additional advisers, and diversifying into specialist areas such as commercial finance, while continuing to strengthen their brand and develop new sub-brands.

A True Growth Partner

Since joining, Kingsbridge Mortgage Advice has found more than just a network. They have found a partner that actively supports their growth and long-term vision.

Support has included hands-on help with recruitment and supervision, along with guidance on business development. Every interaction has been positive, with teams that are approachable, responsive, and focused on helping them move forward.

A Better Way of Working

One of the biggest differences compared to their previous network has been the positive and proactive approach across TRM.

Rather than unnecessary barriers, they have experienced a balanced approach that combines compliance with common sense, allowing them to focus on clients while continuing to grow their business.

Steady Growth

Today, Kingsbridge Mortgage Advice continues to grow, expanding their team and developing new ways to support clients.

They have maintained their identity as a client-focused, fee-free firm while benefiting from the structure, support, and resources of a leading UK network.

Looking Ahead

For Phillipa and Phil, The Right Mortgage has proven to be the right choice, offering a supportive environment that listens, adapts, and enables them to achieve their ambitions.