Latest news with #NeedhamFinancial


Business News Wales
16 hours ago
- Business
- Business News Wales
Veritas Financial Group Joins Needham Financial
Veritas Financial Group, led by Director Vicki Picton, has officially joined Needham Financial, part of the Cardiff-headquartered The Cornerstone Network. Needham Financial said the partnership aligned with its mission to provide brokers with the safety of a larger network and the flexibility of direct authorisation, ensuring they have the resources and compliance support needed to thrive in today's financial landscape. Jonathan Needham, Business Development Director at Needham Financial, said: 'Having known and worked with Vicki for some time, I've seen firsthand her commitment to providing outstanding financial advice and client care. Bringing Veritas Financial Group into the Needham Financial family is a fantastic step, and I'm delighted to formalise this partnership. Their expertise and approach to financial services perfectly align with our values, and I look forward to seeing them flourish as part of our growing network.' Vicki Picton, Director of Veritas Financial Group, said: 'This partnership allows Veritas Financial Group to continue our mission of delivering tailored mortgage and protection solutions with even greater support and resources. Joining The Cornerstone Network strengthens our ability to serve our clients while staying true to our core values of trust, integrity, and expert financial advice. I'm excited for what the future holds as we take this next step together.'


Business News Wales
13-06-2025
- Business
- Business News Wales
Your Door Mortgage Advice Joins the Needham Financial Community
Your Door Mortgage Advice Limited has become the latest Appointed Representative to join the Needham Financial community. Founded by Daniel Porter the firm, based in Whitby, North Yorkshire, offers a comprehensive range of mortgage and protection services, including first-time buyer mortgages, home mover solutions, buy-to-let, remortgaging, bridging, and commercial finance. Needham Financial is part of Cardiff-headquartered The Cornerstone Network. Jonathan Needham, Business Development Director at Needham Financial, said: 'We are thrilled to welcome Dan and his team to the Needham Financial community. Their dedication to providing clear, honest, and expert mortgage advice aligns perfectly with our values. We look forward to supporting them as they continue to grow and help more clients achieve their goals.' Daniel Porter, Managing Director of Your Door Mortgage Advice, said: 'Joining Needham Financial and The Cornerstone Network provides us with the resources and support needed to elevate our business. We are excited to be part of a community that shares our values and dedication to client service.'