Residential Mortgages
First-Time Buyer Advice
Remortgages & Product Transfers
Buy-to-Let Finance
Portfolio Landlord Lending
HMO & Complex Lending
Protection Planning
Partnerships
Helping your clients access trusted financial and mortgage advice
Partner with Roxton Wealth to provide your clients with access to professional, regulated financial and mortgage advice delivered with care, clarity, and a genuinely personal approach.
Strong professional relationships create better outcomes.
That is why we work alongside selected professional partners who want to ensure their clients receive the same standard of service and care they provide themselves.
01Protect the referral
Your client relationship is valuable. The advice process should strengthen it, not damage it.
02Support complex needs
Financial planning, mortgage advice and protection can be handled under one serious route.
03Commercial clarity
Referral fee arrangements can be discussed, agreed and documented properly.
04Build long-term value
The best partnerships create repeatable routes, not one-off introductions.
Who We Partner With
→ Solicitors → Accountants → Estate Agents → Recruiters → HR & Employee Benefits → Property Professionals → Business Consultants → Sports Organisations
We work with selected professional introducers who want to provide clients with access to trusted financial planning and mortgage advice without compromising the relationship they have already built.
Whether you are supporting individuals, families, business owners, investors, or professionals, we help ensure your clients receive advice that is clear, personal, and tailored to their circumstances.
Why partner with us
Built on trust, value, and shared standards
Trust
Your clients are safe with us.
We understand that every referral reflects directly on your reputation.
Our approach is professional, supportive, and focused on long-term relationships rather than short-term transactions.
We take time to understand each client's circumstances before recommending any course of action.
Commercial Value
Create additional value from existing relationships.
Where appropriate and permitted, referral fee arrangements can be agreed for successful introductions.
All arrangements are handled transparently and in accordance with applicable regulatory and compliance requirements.
Brand Fit
Advice that reflects positively on your business.
Roxton Wealth is not a high-volume brokerage.
We provide thoughtful, tailored, FCA-regulated advice designed around people, not products.
Our clients receive a professional experience that complements the standards you have already established.
Professional introducers
Supporting a wide range of professional partners
We welcome conversations with professionals whose clients may benefit from financial or mortgage advice.
Solicitors & Conveyancers
Solicitors & Conveyancers
Supporting clients during property transactions, inheritance matters, divorce proceedings, and business events.
Explore more →
Accountants & Tax Advisers
Accountants & Tax Advisers
Helping clients align financial planning with wider financial objectives.
Explore more →
Estate Agents
Estate Agents
Supporting buyers, movers, investors, and landlords throughout the property journey.
Explore more →
Letting Agents & Property Professionals
Letting Agents & Property Professionals
Helping landlords and investors access specialist lending and financial planning support.
Explore more →
Recruiters & Relocation Specialists
Recruiters & Relocation Specialists
Supporting professionals relocating, changing careers, or navigating significant income changes.
Explore more →
Recruiters & Relocation Specialists
Recruiters & Relocation Specialists
Providing additional support for business owners and entrepreneurs.
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HR Teams & Employee Benefit Providers
HR Teams & Employee Benefit Providers
Enhancing workplace wellbeing and financial support initiatives.
Explore more →
Sports Organisations & Membership Bodies
Sports Organisations & Membership Bodies
Supporting members, athletes, and professionals with specialist financial guidance.
Explore more →
Advice areas
Comprehensive support under one roof
Your clients may benefit from support across:
Business Protection
Investments
Pension Planning
Equity Release
Later Life Planning
Financial Planning & Cashflow Modelling
Bridging & Commercial Finance
This joined-up approach allows clients to access multiple areas of expertise through one trusted relationship.
How we work
A professional process designed around people
Every introduction is treated with care and professionalism. Our advice process focuses on understanding the individual before discussing solutions.
Introduction received
We can discuss the structure during partner onboarding, including when a referral fee may or may not apply.
Initial conversation arranged
Circumstances, objectives, and priorities understood
Any disclosure required to the client should be handled clearly and in line with applicable requirements.
Options explained clearly and transparently
Regulated advice provided where appropriate
Ongoing support available if required
Our focus is on helping people make informed decisions with confidence
We will never pressure clients into products or services they do not need
The Roxton Wealth difference
Transparent and compliant referral relationships
Any arrangements are: • Agreed in advance • Fully disclosed where required • Managed transparently • Subject to regulatory and compliance requirements • Designed to protect all parties involved
≫ Where appropriate, referral fee arrangements may be available for successful introductions.
≫ We are committed to ensuring referral relationships are conducted professionally, ethically, and in accordance with applicable rules.
Partner with us
Have clients who may need financial or mortgage advice?
Email
team@roxtonwealth.com
Office number
02039 172650
WhatsApp Number
+44 7949 690059
Let's build something valuable together
The strongest partnerships are built on trust, shared values, and a commitment to delivering exceptional client outcomes. If your clients regularly need support with mortgages, financial planning, pensions, investments, protection, or specialist finance, we would be delighted to discuss how a partnership could work.