Mellow Financial is based in Bristol and provides mortgage and protection advice with a focus on clients with unique circumstances.
The firm will gain access to Cornerstone Network’s support, technology, training and business development resources.
Brothers Jonathan and Andrew Needham launched the Needham Financial community within Cornerstone earlier this year.
Jonathan Needham, business development director at Needham Financial, said: “We’re thrilled to welcome Mellow Financial to our network. Their client-focused approach aligns perfectly with our values, and together, we’ll empower brokers to succeed. This is an important step in our ambitious growth plans for 2025 and beyond as we continue to expand and support brokers across the country.
“We are also committed to championing the concept of Treating Brokers Fairly – an ethos that ensures brokers receive the support, respect, and opportunities they deserve, helping them to thrive in a competitive industry.”
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Philip Keith, managing director at Mellow Financial, added: “Partnering with Needham Financial through the Cornerstone Network is an exciting opportunity for us to join a forward-thinking network that truly values broker success. The support we’ll receive – especially in terms of technology, training, and business development – is a game-changer for our firm and our clients.
“The concept of Treating Brokers Fairly is something we wholeheartedly believe in, and it’s a driving force behind our decision to join this growing community. We’re not just looking to grow; we’re building something lasting, with a foundation of trust and fairness that other firms will want to be a part of. As we continue to evolve and expand, we’re excited to see how this partnership will foster an environment where firms and brokers alike can truly flourish.”
