Putting their clients first
Phillipa Oliver and Phil Preist of Kingsbridge Mortgage Advice have always believed in putting clients first. Based in the South West, their firm is built on the principle that mortgage advice should be simple, transparent, and accessible, with no hidden costs or advice fees. Every adviser is hand-picked for their experience and dedication, working flexibly to meet clients at a time and place that suits them. It is this client-first ethos that underpins their success and makes their proposition unique in the marketplace.
Ambitious Plans
At the start of 2024, Phillipa and Phil made the decision to join The Right Mortgage after leaving their previous network. They were looking for a partner that could support their ambition to grow the business, recruit more advisers, and diversify into specialist areas of advice, such as commercial finance. They also wanted the freedom and backing to build on their existing brand while creating sub-brands to strengthen their overall company offering. For them, TRM felt like the perfect fit to support their vision for the future.
More than just a network…
Since joining, Kingsbridge have found TRM to be more than just a network – they have found a true growth partner. The support has been wide-ranging, from hands-on help with recruitment and supervision to business development guidance that has enabled them to push their plans forward with confidence. Every department they have engaged with has been approachable, friendly, and willing to listen, offering constructive feedback and encouragement that has kept them focused on their long-term goals.
For Phillipa and Phil, one of the biggest differences they have experienced compared to their previous network has been the positive, can-do attitude across TRM.
Rather than barriers and bureaucracy, they have found a partner that balances compliance with common sense, allowing them to focus on clients without unnecessary restrictions. This reassurance has given them the confidence to keep innovating, building their team, and expanding their services.
Steady Growth
Today, Kingsbridge Mortgage Advice continues to grow steadily, recruiting more advisers and developing new ways to serve their clients. They have retained their identity as a fee-free, client-focused firm, while benefiting from the strength, support, and resources of one of the UK’s leading networks. For Phillipa and Phil, TRM has proven to be exactly what they were looking for: a network that listens, adapts, and truly supports their ambition to diversify and succeed.
