Adviser Success Story – HCB Mortgages

A Forward-Thinking Approach

Dale Higham and HCB Mortgages joined The Right Mortgage in July 2024, following a smooth transition from their previous network.

The decision was driven by TRM’s forward-thinking approach to technology and its commitment to adopting modern, future-ready systems that truly support advisers.

A Supported Onboarding Experience

Having previously been in discussions with the network, Dale reconnected with the team once the system changes were announced.

With support from Chelsea, the onboarding process was handled efficiently, ensuring a smooth and well-managed transition for the business.

Improved Efficiency and Growth

A key objective for HCB Mortgages was to streamline operations and create more time to focus on their business and clients.

The technology and systems provided by TRM have significantly reduced administrative workload, improved efficiency, and created a stronger foundation for future growth.

Ongoing Support and Reassurance

One of the most valuable aspects of working with TRM has been the reassurance of having a network that listens and responds when needed.

Whether it is guidance on processes, support with business decisions, or simply having someone to sense-check ideas, the team is always available without adding unnecessary complexity.

A Smarter Way of Working

Compared to previous networks, the difference has been clear. TRM takes a practical, common-sense approach across compliance and business support, helping advisers operate with confidence and clarity.

Looking Ahead

For Dale, joining TRM is about more than improved systems. It is about working with a partner that is focused on the future, supports growth, and creates the space needed to focus on clients and long-term success.