Associate Firm SMP

Co-Navigate is now an Associate Firm with the Society of Mortgage Professionals, we are delighted to announce.

And we are equally excited that Director and Mortgage and Protection Adviser Lyndsey has joined the Personal Finance Society local region committee as an SMP Advocate.

The Society of Mortgage Professionals aims to raise the levels of professional knowledge and technical competence of people who work in the profession.

This announcement is reassurance for our clients that Co-Navigate strives to deliver the most professional, knowledgeable and client-focused service possible.

The SMP offers continuous development to our mortgage team to build on their experience, including research reports, analysis and technical and market articles.

After the successful application, Lyndsey says, “In being accepted, our clients can be assured that our professional standards align with the SMP. This includes voluntarily committing to the eight core principles of being an Associate Firm.”

What is a SMP Associate Firm?

Among the commitments of becoming an Associate Firm includes adopting the SMP’s:

  • Corporate Social Responsibility
  • Customer Charters
  • Diversity and Inclusion
  • Employee Training and Development

Being an Associate Firm also means we must:

  • Comply with the Code and all relevant laws and regulations.
  • Act with the highest ethical standards and integrity.
  • Act in the best interests of each client.
  • Provide a high standard of service.
  • Treat people fairly regardless of age; disability; gender reassignment; pregnancy and maternity; marriage and civil partnership; race; religion and belief; sex; and sexual orientation.

Lyndsey adds, “Through the commitment and adoption of the SMP’s ethical standards and compliance of their Code, our clients can be assured of our obligation to offer a service they can trust.

“We boast a loyal client base thanks to our client-focused service. Becoming an Associate Firm further enhances our reputation as a company that puts the best interests of our clients first.

“I am delighted that I am now an Advocate on the committee too, which is an exciting new chapter in my career. It is also an honour and privilege to serve on the committee and for Co-Navigate to be represented at such a high level.”

For more details about our mortgage service, contact us today.

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