Get in touch
07875 175429
info@harwellfinancegroup.co.uk

Run by Brokers, for Brokers

Harwell is a mortgage and protection network offering brokers an unrivalled and innovative proposition.

Discover Harwell

Why Choose Harwell?

Harwell Finance Group Limited is an independent mortgage and protection network offering brokers an unrivalled and innovative proposition. 

We build open and strong relationships with professional advisers. We always strive to promote a collaborative approach, so you and your business can develop and grow in an ever-changing financial environment. 

Harwell Finance Group Limited is committed to providing the highest standard of advice and service possible, as client interests are paramount and central to our culture and values.

Our Services

Clients may rest assured that professional advisers who are members of Harwell Finance Group Limited will always:

Be open, honest and fair in the way they deal with you. Act with integrity and not place their interests above yours. Communicate clearly, promptly and without jargon.

So, if you are a professional adviser who wishes to join us, or you are looking for an independent mortgage or protection adviser, then please get in touch. Go to the Contact section or request a call back. We will be glad to help.

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Services

Member Services

Harwell Finance Group Limited develops our members’ knowledge and skills to consistently deliver outstanding client advice and service, as well as providing proactive support to ensure regulatory compliance with the Financial Conduct Authority’s rules and guidelines. 

Financial Surgeries for Employers

Given our fast-paced society and ever-changing economic environment, it’s more important than ever to take a critical look at our finances. We offer a no-obligation financial review for employers and their employees covering all aspects of ‘Mortgages’ and ‘Protection’, with the option to integrate ‘Investment’ advice by including one of our carefully-selected independent financial adviser partners. 

So, if you’re an employer who believes their staff could benefit from a ‘Financial Surgery’ as part of your employee wellbeing initiative, please don’t hesitate to get in touch.

Contact Harwell
  • A personal approach to business support and integrated company culture. Our network is ‘Run by brokers, for brokers’
  • Our latest technology client management and sourcing systems, as well as e-signature software, are designed to accelerate business efficiency and produce good client outcomes 
  • Full IT set up and support
  • Expert Knowledge Forums to help with complex cases and new business areas 
  • Access to one of the leading Mortgage & Protection Clubs
  • Adviser benefits include Mortgage Club ‘Profit Share’ Scheme 
  • Faster payment of lender fees
  • Innovative 'Financial Surgeries for Employers' model
  • Regulation, compliance and supervisory services, including regular audits, KPIs, file checking and 121s, Training and Competence, CPD support and Learning and Development, Fit and Proper checks and Annual Certification
  • A comprehensive ‘Compliance Approved’ library of templates, including Fact finds, IDDs, Client Fee Agreements, Suitability Letters and Invoices for both regulated and non-regulated business, which are branded to your business
  • Clear and fully supported sales processes to make compliant sales easier and more streamlined
  • Protection referral options for additional broker revenue for those who wish to concentrate on mortgage business only
  • Professional Indemnity insurance 

About

Harwell Finance Group Limited is headed by Paul Stockwell and Jonathan Harris, seasoned financial services professionals with over 50 years’ combined experience in the UK mortgage market.

List of services

Harwell Finance Group Limited

01444 719040

Oathall House, 68-70 Oathall Rd
Haywards Heath, West Sussex
RH16 3EN
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