Business Details
30 Years
experience
Award-Winning Mortgage Network for Advisers in the UK
Next Intelligence is an award-winning mortgage network with over 25 years of experience supporting financial advisers across the UK. Founded in 1996, we have evolved from a lead generation company into a multi-award-winning enterprise dedicated to empowering advisers through compliance expertise, product innovation, and tailored marketing strategies. Our team of industry professionals brings decades of combined experience in mortgage, savings, and insurance sectors, ensuring members receive practical, compliant solutions.We prioritise business growth, security, and quality service, offering a comprehensive suite of support tools to help firms of all sizes achieve sustainable success. With a strong financial foundation and a commitment to inclusivity, we provide a secure partnership for advisers seeking to enhance their client offerings and operational efficiency.
Services
Compliance Support
Mortgage Products
Marketing Solutions
Business Growth
Recruitment
Details
- Year established: 1996
Highlights and features
- We have over 25 years of experience in the mortgage industry.
- Our dedicated compliance team ensures regulatory expertise.
- Award-winning network with 24,000+ advisers served.
- We provide tailored marketing and product development support.
- Our team includes industry experts with decades of experience.
What people say
Smooth transition process
Award-winning service
Dedicated support team
Helped grow my business
Industry-leading expertise
Services
Compliance Support
Our compliance team provides expert guidance to ensure adherence to financial regulations. With over 20 years of experience, we offer practical solutions tailored to mortgage advisers' needs. Members benefit from ongoing support, training, and resources to maintain compliance while focusing on business growth.
Mortgage Products
We offer access to a diverse range of mortgage products through established lender partnerships. Our product specialists work closely with advisers to identify competitive options for clients. With 26 years of industry experience, we ensure our network members have the tools to meet varied customer needs.
Marketing Solutions
Our marketing team delivers nationwide multi-channel campaigns to enhance advisers' visibility. Services include digital marketing, content creation, and branding support. With expertise in financial services marketing, we help advisers attract new clients and strengthen their market presence through innovative strategies.
Business Growth
We provide tailored growth strategies to help advisers expand their practices. Our team offers business development consultancy, performance analysis, and market insights. With a focus on sustainable growth, we support firms in achieving long-term success through proven methodologies and industry expertise.
Recruitment
Our recruitment services connect advisers with qualified professionals to strengthen their teams. We offer training, competence assessments, and recruitment strategies tailored to financial services. With dedicated business assurance managers, we ensure compliance and quality in all recruitment processes for network members.
People
John Cupis
Managing Director
With over 30 years of experience in UK mortgage markets, John leads Next Intelligence's strategic direction. He brings extensive expertise in mortgage, savings, and insurance propositions from senior roles across the industry.
Lisa Peacock
Head of BAMs
Lisa oversees business assurance measures with 30 years in financial services compliance and training. She holds advanced qualifications in mortgage advice and ensures consistent support for appointed representatives.
Stephen Adams
Head of Compliance
With 20 years in financial services compliance, Steve navigates regulatory changes to implement practical processes. His expertise ensures members maintain compliance while focusing on business growth through effective risk management strategies.
Nick Terry
Head of Marketing
Nick leads marketing initiatives with 8 years of experience in financial services campaigns. A former freelance designer, he combines creative expertise with industry knowledge to develop digital growth strategies for advisers.
Graham Wood
Head of Products and Partnerships
With 26 years at Countrywide and as head of products since 2021, Graham builds lender relationships and develops product offerings. His expertise ensures advisers access competitive mortgage solutions through strategic partnerships.
Questions
What services does Mortgage Intelligence offer?
We provide compliance support, mortgage product access, marketing solutions, business growth strategies, and recruitment services for financial advisers.
How long has Mortgage Intelligence been operating?
We've supported mortgage advisers since 1996, evolving from a lead generation company to a multi-award-winning network.
Do you support new mortgage advisers?
Yes, we offer tailored onboarding, training, and resources to help new advisers establish and grow their practices effectively.
Are you regulated by financial authorities?
As a mortgage network, we ensure our members comply with FCA regulations through our comprehensive compliance support services.
What areas do you cover?
We support mortgage advisers nationwide across the UK through our established network infrastructure.
