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Tracy Gordon, Director at Mortgage Required, tells their story: “We basically deal with any mortgage, whether that’s a first-time buyer, buy-to-let, Limited company mortgage, equity release, anything at all. I would say that we have been very successful, and, through training our own advisers, we have doubled in size over the last ten years.
“Naturally, there have been challenges along the way – there are constant changes in regulation, lenders changing their criteria, and mortgage applicants becoming more complicated. And of course, we have to report to the FCA (Financial Conduct Authority) twice a year, providing them with a detailed financial profile of the firm.
“That is where Oaktree come in – and they have been superb.
“Sarah and Lucy at Oaktree are amazingly efficient in helping us with this compliance obligation. And they help in other ways too: they run the payroll – no simple matter for a firm which pays out lots of variable commission. And, when we come across self-employed applicants without any accounts, Oaktree are great at engaging with them, collecting their documentation, preparing their accounts and generally getting them ‘mortgage ready.’
“We intend to continue expanding, and fully intend to take Oaktree along with us on our evolving business journey. They are friendly and efficient; they talk in a language we understand; they make the financial side of our business as easy as possible; and they give the whole firm great confidence and peace of mind.”
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One of our experienced staff will contact you as soon as possible to see how we can help. The call will be free of charge, completely confidential and without any obligation whatsoever.
One of our experienced staff will be in touch as soon as possible. This will be free of charge, completely confidential and without any obligation whatsoever.