Miles Robinson speaks to Health & Protection about striking out on his own to launch mortgage and protection advisory firm Home Group Financial.
Most recently an interim chief commercial officer at Haysto, Robinson (pictured) revealed his new business which he has launched with his wife Rebecca, went live earlier this month with a strong brand and website that enables customer to process and track their applications securely.
And while his business has started out providing mortgage and protection advice to customers, Robinson added his long-term plan is for a truly bespoke advisory business which can offer pensions and investment advice. And he added his choice of network to work with reflects this.
“The plan is to build out. Mortgages and protection advice is our day one model, but we want to build on providing bespoke advice services,” Robinson told Health & Protection.
“The network I operate under is Openwork,” he continued. “We’re an AR [appointed representative] at the minute. The reason I chose to go with them is because they do support ARs into wealth, pensions and investment.
“Their longer-term model for a business really appealed to me and I just thought they were really supportive in that long term vision to expand to the business to other things – not just mortgages. I think that’s where we can really add value to our customers by managing all of their financial products rather than referring the rest out.”
Looking ahead, Robinson revealed the self-funded firm could be looking for investment in around a year’s time as he grows the business.
Robinson added that over his career to date he has always worked at high growth businesses during a career which has taken to him to One 77 Mortgages as a sales director, to Trussle as vice president of sales and most recently to Haysto as interim chief commercial officer and board member.
And given this background, Robinson revealed while it was tough to put a time frame on it, he would be disappointed if his business had not expanded into providing wealth, pensions and investment advice by the end of two years.
