Introducers at Apex Private Finance

At Apex Private Finance, we value strong partnerships. We work closely with a network of professional introducers — from accountants and solicitors to wealth managers, estate agents, and business advisers — to deliver specialist mortgage and protection solutions for their clients.

If you’re looking for a trusted partner to support your clients’ financial needs, we’d love to work with you.

Why Work With Apex?

Expertise & Experience

With over 20 years in financial services and more than 10 years as a mortgage broker, I bring specialist knowledge in complex lending, high-net-worth finance, healthcare professionals, and property investors.

Client-Centred Service

Your clients will always receive advice that is clear, fair, and in their best interests. We operate with full FCA authorisation and transparency.

Protecting Your Relationships

As an introducer, you can trust that your clients will be looked after with professionalism and discretion. Our role is to enhance your relationship with them — not replace it.

Phone Call

Sometimes, one conversation is all it takes to make progress. With a single call, we can discuss your goals, outline your options, and start shaping the right solution for you.

0 +

Mortgage Lenders

With access to over 100 lenders from high-street names to private banks and specialist providers Apex Private Finance can source the right solution for even the most complex or bespoke requirements.

0 %

Independent Advice

As a fully independent and directly authorised firm, Apex Private Finance provides unbiased advice focused solely on your best interests not tied to any bank, network, or panel of lenders.

Book a Confidential Call

Speak directly with an expert who understands complex and high-value lending.

Book A Call

Who We Work With

We currently partner with:

Accountants and tax advisers.
Solicitors (conveyancing, family law, and private client).
Finance Brokers
Wealth managers and IFAs.
Estate agents and property developers.
Healthcare and dental practice brokers.

If you work with clients who need mortgage, specialist finance, or protection solutions, we can add value to your offering.

How We Work With Introducers

Whether you’re an accountant, solicitor, wealth manager, IFA, or property consultant, partnering with Apex gives your clients access to bespoke lending solutions that go far beyond what high-street lenders can offer.

1. Referral Process

Once an introducer is onboarded, referrals are handled smoothly and securely.

2. Regular Updates

You’ll receive timely updates on progress, so you always know where cases stand.

3. Discretion & Care

We treat every referred client as if they were our own.

4. Compliance First

All introducers are professionally vetted to ensure compliance with FCA expectations, safeguarding all parties.

Our Promise to Introducers

We’ll treat your clients with care and respect, keeping their needs at the centre.
We’ll provide regular updates, so you never have to chase.
We’ll operate in a transparent, compliant, and professional manner at all times.
We’ll ensure your role as their trusted adviser is strengthened, not undermined.

What Our Clients Say

Become an Introducer

We’re always open to building long-term, professional relationships with introducers who share our values. Let’s explore how we can work together to provide exceptional outcomes for your clients.

Call us Directly

0744 603 3022

Send us an email

ku.oc.ecnanifetavirpxepa@napib

Main location

181 Hill Village Road,Sutton Coldfield,Birmingham,B75 5JQ

Frequently Asked Questions

We understand that partnering with a mortgage and finance specialist requires trust, transparency, and clarity. Below, we’ve answered some of the most common questions we receive from introducers across Sutton Coldfield, Birmingham, and the wider UK.

Who can become an introducer?

We welcome partnerships with accountants, solicitors, financial advisers, wealth managers, property professionals, and anyone with clients who may benefit from private or specialist lending solutions.

How do I register as an introducer?

Simply complete our short enquiry form or call. We’ll arrange an initial discussion to understand your business, your clients, and how we can work together.

Do I need to be FCA-authorised to refer clients?

No — introducers do not need to be authorised, as Apex Private Finance is directly regulated by the Financial Conduct Authority (FCA No. 1033261). We ensure all regulated activity is handled fully in compliance. However, all introducers will be vetted before any referrals take place.

Will I be kept informed during the process?

Absolutely. We provide transparent communication at every stage — from initial enquiry through to completion — ensuring you’re always updated while maintaining client confidentiality.

Do you offer commission or referral fees?

Yes, we offer competitive and transparent referral arrangements. Terms are agreed prior to any agreement to offer full transparency.

How do you protect my client relationship?

Your clients remain your clients. We act under your introduction only and never cross-sell or approach them for unrelated services. We operate with full discretion and professionalism.

What types of finance can you help with?

We specialise in high-value and complex lending including:
• Residential mortgages (mainstream & private bank)
• Buy-to-let & portfolio lending
• Bridging & development finance
• Commercial loans
• Protection

Do you work with clients outside Sutton Coldfield?

Yes. While we’re based in Sutton Coldfield, we support introducers and clients nationwide — including London, Manchester, and other major financial hubs.