Alextra Wealth Management have launched a new division to meet the increasing demand for mortgage services.
Alextra Wealth Management – part of the Alextra Group – specialises in a wide variety of financial services including tax planning, investments and pensions.
Since 2018, the company has grown steadily, amassing new clients from across Staffordshire, Cheshire and the rest of the UK.
But in the last 12 months, the firm has seen an increasing demand for mortgage services and advice from both new and existing clients.
Now, following the recruitment of experienced mortgage and protection advisers Lisa Boulton and Richard Humphreys-Jones, Alextra Mortgages has been launched.
Director Steve Pepper said: “In the past we have had clients ask us if we can help them with other things – such as mortgages – and we would have to refer them to another company. That obviously didn’t make a lot of sense from a business perspective, so we decided to launch a new division to be able to offer those services because we knew that the demand was there. We launched Alextra Mortgages at the back end of last year. We wanted to hit the ground running and that’s exactly what we were able to do – thanks to Lisa and Richard.”
Lisa said: “The housing market is very buoyant at the moment, and a lot of people who came to us in the early days were looking to remortgage and take advantage of the low interest rates.”
The company is looking to take on more mortgage and protection advisers to work alongside the experienced team already in place. Director Steve said: “We’ve got a good reputation among our existing clients, but we are now starting to get enquiries from clients nationwide and we are growing. In the next 12 months it is likely that Lisa and Richard will reach capacity on the mortgage side so we will have to look at bringing in more advisers or apprentices so the business can continue to grow. We are looking to grow and there are so many opportunities out there for us. All of the businesses within the Alextra Group support each other to make sure everything is straight forward for our clients, and I think that has been key to our success.”
Written By Laura Watson – https://bit.ly/36IkPMk