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‘There is no value if brokers are just order taking’ – Star Letter 16/11/2018

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  • 16/11/2018
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Mortgage Solutions and its sister title Specialist Lending Solutions select the most thoughtful or thought-provoking comment for Star Letter.

 

This week’s letter comes from Paul Smulovitch, managing director and mortgage adviser at Integral Private Finance Services, in response to the article: TMPE2018: ‘Here’s the magic bullet’ for tackling protection dual pricing – Walton.

Paul Smulovitch said: “It’s true – as a broker it’s about adding value.

“If the client can do it themselves and we are order taking then there is no value.

“However, working with a client to create a bespoke package that’s been tailored to meet the need and budget along with handling trust paperwork is where it is not about price but value and experience.”

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