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Finance & Insurance

Mortgage Brokers

This owner operated mortgage company was established by its principle over eight years ago, having entered the market place with a wealth of commercial expertise in the financial services sector. The business has expanded and has shown consistant and profitable growth. Business leads have come by word of mouth recommendation, while the excellent high street location of the business has accounted for many direct enquiries at the office from passing customers asking for advice and help. The brokerage now has circa 500 active clients. Equipment: The business uses Tri- Gold software to manage its client bank Key Strengths The business prides itself on providing a friendly local service to its customers, who can call in at anytime to receive open advice on mortgages, investment, pensions and insurance. The company provides the best solution possible, to the individual needs. Opportunities With a growing database of clients, there is a huge opportunity to examine and sell other financial services. Up to now the principle has been working non stop to keep up with the demand for providing mortgages, and not looked at these other revenue steams. More and more leads are being generated nowadays on the web. The company does not have a web presence, and again this is a huge gap that should be filled in the future. Advertising & Marketing The only form of advertising at present is a permanent advert in the local supermarket to give the business some recognition.

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