FirstXtra Financial Services, has joined Mortgage Advice Bureau (MAB).
The Newbury-based brokerage, comprising a team of 11 advisers and six administrators, has joined the award-winning intermediary to benefit from its digitally-led customer proposition, and to support future growth plans.
FirstXtra was originally set up by Alan Hall more than 20 years ago, and he continues to pay an active interest in the business as a shareholder. Alan’s son, Chris Hall, joined the firm not long after it was founded, and became managing director in 2014.
FirstXtra has experienced significant development over the years, all while maintaining a consistently high level of performance. This is set to continue, with the firm aiming to double the size of the business in the next few years.
Utilising MAB’s hands-on experience of growing broker firms is a key factor in making this goal a reality - further strengthened by the intermediary being at the forefront of innovation that enhances customer and broker journeys.
The new partnership with FirstXtra adds even more value to MAB’s proposition, helping to further empower advisers and firms with advanced technology to future proof their businesses and drive growth.
Mortgage Advice Bureau offers expert advice throughout the UK from a network of more than 2,000 mortgage advisers. With a strong high street and online presence, MAB is a familiar mainstay in many towns and cities across the country.
"We’re thrilled to be joining Mortgage Advice Bureau, capitalising on the numerous possibilities this presents,” said Chris Hall, Managing Director, FirstXtra Financial Services.
“We’re particularly looking forward to the implementation of the lead journey for our introducers and our customers. This will ensure that we leave no stone unturned with the nurture process. MAB’s client portal is vital to this, as customers can complete the front end of their homebuying journey without the broker’s involvement.
“By leveraging the expertise of our advisers and MAB's cutting-edge technology, this strategic partnership positions us to significantly elevate our business to new heights. We’re driven to grow and develop as a mortgage firm, and we’re confident that MAB’s innovative partnership model and forward-thinking proposition will be crucial to our success."
“FirstXtra Financial Services align with MAB’s ambitious, innovative, and growth-oriented approach to business success,” adds Rob Gent, Sales Director, Mortgage Advice Bureau.
“Our customer-specific digital tools and solutions will support the firm with its lead generation and retention capabilities, while optimising adviser productivity. We look forward to working more closely with FirstXtra in 2025 and beyond, helping them bring their ambitious growth plans to life.”
