A Network That Supports Growth

James McGowan and George Pitchford of Legacy Financial joined The Right Mortgage in 2024, bringing with them experience from several major networks within the industry.

They were looking for a network that could genuinely support their growth, not just promise it. From the outset, TRM stood out as a partner that delivers on that commitment.

A Community-Focused Approach

One of the key differences they noticed was TRM’s focus on collaboration rather than exclusivity.

The network encourages open sharing of knowledge and ideas, creating a culture where advisers can learn from each other and grow without unnecessary barriers.

Confidence to Focus on the Business

With the support and structure provided by TRM, Legacy Financial has been able to focus fully on running and developing their business.

The network’s approachable and supportive culture has removed many of the common frustrations associated with larger networks, providing reassurance and clarity.

A Network That Listens

A standout feature of TRM has been its willingness to listen and respond. When challenges arise, the team takes a practical and proactive approach to finding solutions.

This has helped build trust and confidence, knowing there is a network that adapts and supports its advisers when it matters most.

Balanced and Practical Compliance

Compliance is handled with a balanced, common-sense approach that protects both advisers and clients without restricting day-to-day business.

This has allowed Legacy Financial to operate with confidence, maintaining high standards while continuing to grow and serve their clients effectively.

Growth and Progress

Since joining, Legacy Financial has grown steadily, building a team of five advisers and continuing to recruit new talent.

Their progress has also seen them secure a place within the network’s Top 100 firms, reflecting the strength of their growth and performance.

Looking Ahead

For James and George, joining TRM has proven to be the right decision. The network provides the support, structure, and freedom needed to continue building a successful and expanding business.

With a strong foundation in place, they remain focused on future growth and long-term success.