Mortgage advice that doesn't cost the earth

Partnering with WR Ethical

We love working with people who share our values

We love working with estate agents, accountants, solicitors and other businesses who share our passion and values. If you think we align, and that we could help others by working together, get in touch. We’d love to hear from you.

Interested in partnering? See our existing partners →

Trust us to protect your reputation

We understand how important people are, how hard trust is won, and how easily it’s broken. Whenever we recommend a partner to one of our customers, our reputation is on the line too. So we work hard to pick the right people and to make the relationship work well. If you’re considering recommending your customers to us, you can be sure we treat that responsibility just as seriously.

We also know a good relationship takes time, so we’re happy to share some of any income we make with you, and to be open about exactly what we earn and how it’s shared among our partners. We’re loyal, and we never take good value for granted. Relationships need constant work.

Open to possibilities

We work in a tightly regulated industry, and we love to think creatively, if that will benefit our customers. If you’d like to reach out, please do. Just remember that for us the customer always comes first. We’ll always look for the best deal for them, not for us.

You’re welcome to download our green mortgage guide for our take on one corner of the mortgage industry. We hope you find it interesting, and it’ll give you a flavour of how we think.

As part of Rosemount Financial Solutions, we have a huge range of expertise within our network to cover most circumstances and scenarios. There are times, however, when a customer’s specific circumstances may be best served elsewhere. That’s where these trusted partnerships come in. For any of our partners, just contact us for an introduction – you’ll never pay more than going direct, and sometimes you’ll pay less.

Take a look at each of our partners below and see how they could help. And if you’d like to partner with us, we’d love to hear from you.

Pensions, investments and financial planning

Moneyfarm

Robo-advisers with no initial fee and comprehensive ESG options – great for Junior ISAs and smaller investment & pension pots.

B Corp
Robo-adviser
Any amount

Visit website

Peter Bott

Personal advice with low initial costs and fees – for medium portfolios.

Rosemount
Basingstoke

Contact us for an introduction

Jyles Allen

Approachable, flexible and great if you’re getting started.

Quilter
Bristol
Any amount

Contact us for an introduction

Switchfoot Wealth

Later life adviser and sustainable financial planning creator with reasonable fees – if you’re serious about making a difference.

B Corp
Small team
ESG focus
Camberley

Visit website

Paradigm Norton

Boutique financial planners – great for larger portfolios.

B Corp
Employee owned
Bristol
ESG focus

Visit website

Conveyancers

Eden Conveyancing

Online house conveyancing, made simple. 15% off for our customers – ask us for the discount code.

Bristol

Visit website

Batchelor Sharp

Local, flexible and approachable.

Bristol

Visit website

Thomas Legal

Fast, high quality, larger firm.

Gloucester
London
Bristol

Visit website

Equilaw

Great value specialist solicitors who do in-home visits nationwide.

Equity release
Retirement Interest Only

Visit website

Surveyors

Dundas Building Surveying

Expert home surveys and reports, local to us.

Local
Approachable

Visit website

The Moving Portal

Simple steps to your survey. Fast and affordable.

Fast
Affordable

Visit website

Wills & estate planning

Soteria Estate Planning

A small team advising on wills, trusts, and estate planning.

Small team

Visit website

Home moves

Just Move In

Your moving support service, taking the admin off your plate.

B Corp

Visit website

Move On Removals & Storage

Award-winning Bristol removals and storage, from a small team.

Bristol
Small team

Visit website

Estate agents

Camino

For when you’re serious about selling.

Visit website