Beneficial Life Induction

Our two National Account Managers Simon Nicholson and Gary Lomax have been busy meeting brokers and advisors this week to discuss how we could help at Smart Money.

Simon Nicholson attended Beneficial Life three-day induction course for new starters. The induction course was hosted at Oddfellows Boutique Hotel near Manchester. The session mainly covered Second Charge Mortgages with regards to products, criteria, case studies and our sales process. Specialist First Charge Mortgages packaging facilities was also discussed. Simon commented “The induction allows new advisors to ask questions and discuss the different specialist lending options available for their clients”. The main message was being able to spot the opportunity first before rejecting a client due to the cases complexities.

Gary Lomax has been visiting brokers and advisors around the country to raise awareness of how we could help with specialist lending cases. Gary has a wide range of experience prior to working for Smart Money and is well recognised within the industry which allows him to understand the struggles advisors often face.

If you have a case, you are struggling to place contact us today on 01829 730 554.

Beneficial Life Induction based at Oddfellows Boutique Hotel near Manchester
Delegates discussed Second Charge Mortgages and our core range of products available
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