This is a little bit of a different post for us, it is more of a personal post. But I thought it was important. As a business we try to push our professional aspect. But there is a very different side behind the scenes.
I started as a Mortgage Broker in 2012, after working for the likes of RBS/Natwest, Co-op bank and Friends Provident. In 2017 after realising I wanted to specialise in mostly adverse and first time buyers, we had a bit of a rebrand, went limited and started to grow a little – not too big though (there has only every been 4-5 of us).
But that did not change the family run aspect. The reason I got into adverse was because of a relative who went bankrupt and although my knowledge in bankruptcy was limited, I could see first hand how the process affected her. It was quite hard to see and there was very little help around at the time.
The way we work, especially with adverse
Who is in the family?
Myself, Tony – I started up as a Mortgage broker in 2013. We switched names to Mortgage Success in 2017 and as mentioned above, we started to specialise in particular parts of the market rather than being a generalist. We can of course do everything, but if you have adverse or you want that personal touch and extra support, we are very good at those things.
Dawn – My mum started working with us in 2017 as an advisor before moving to administration in 2022.
My daughter – She started here in 2021 as the chief chair tester with her assistant. Then when we moved to the Bramhall office in 2025 she got stuck in with decorating the office and helping with the window signs. She has also been on a couple of appointments in preparation for becoming a future mortgage broker!
Appointments
Most of our appointments are normal appointments over the phone or in person. Every now and again though if a weekend appointment or over the holidays, I might have my daughter with me. She has been going on appointments since she was 2 years old.
Customers tend to like her more than they do me!
Rest assured though, if that is ever going to happen I would check in with you first and offer to reschedule. It is very rare however, it normally only ends up being made once or twice a year at most and usually during the 6 weeks holidays.
Not all family…
Although we are family run, we are not limited to blood relations. We have Matt who works with us as a broker, he has been here since 2024. I do however speak to him a lot more than I speak to some of my family, so he is starting to feel like he is part of the family.
From our family to yours…
Here comes the cheesy part!
After 14 years of being a mortgage broker, I realised I was old when one of my very first customers put us in touch with her son!
We are now looking after the next generation with some of our clients! What higher praise is there than being recommended to look after their childrens mortgages!
We have customers we have looked after for over a decade! Its nice to know that we have customers going back to our very first days as a business and like a family, it is nice to see how their lives have changed – children, jobs, credit problems past and present, house moves etc. Its so good to see peoples lives over a period of time and how everything developes.
This is one of the good things about dealing with a small firm, everything is personal and we take an interest in you.