The firm will provide wealth management and financial education, “helping individuals and families achieve their financial goals with confidence”.
The Mortgage Mum Wealth has been launched in partnership with New Leaf Distribution Network, and it is the next step in the company’s journey towards building a “finance house that empowers the nation with financial knowledge and support, including bringing finance education into UK schools”.
In 2023, The Mortgage Mum launched a specialist finance arm, which advises on development finance, commercial buy to let (BTL), bridging finance, adverse credit, complex BTL and loans for high-net-worth individuals.
Last year, the team teamed up with new-build specialist Own New and partnered with investment app for women Propelle.
Sarah Tucker (pictured), The Mortgage Mum’s CEO, said: “The Mortgage Mum Wealth is the natural next step for us. We’re not just helping people with mortgages – we’re giving them the tools to take control of their financial future. This is about making a lasting impact, including bringing vital financial education into schools for the next generation.”
Are your clients ready for the first Making Tax Digital reporting deadline?
Sponsored by BM Solutions
Dinta Ghedia, an independent financial adviser and founding member of the team, said: “I am so excited to bring this brand to life. Our approach is completely bespoke, accessible to all, and designed to make finance feel approachable and empowering. We want everyone to feel confident in managing their finances – that’s our passion.”
Daniel Hobbs, CEO of New Leaf Distribution, said: “We are thrilled that The Mortgage Mum have chosen New Leaf to partner with for their wealth arm. We have a fantastic relationship with Sarah and her team, and this new venture means the clients of The Mortgage Mum can now be catered for any advice need they have.”