Choose How You Join

Choose the entry route that best suits your career goals or business model:

• Appointed Representative (AR): Set up your own firm under the JLM umbrella, with access to our compliance oversight, systems, and lender panel.
• Registered Individual (RI): Join JLM directly as an individual adviser, focusing on client work without the need to run a firm.
• Join an Existing AR Firm: Become part of one of our established AR firms, combining JLM’s support with the structure of an existing business.

Use Our Tools

Our fully integrated tools streamline compliance, marketing, and client management, so you can focus on growing your business:

• Bespoke CRM and client portal (One Mortgage System)
• Integrated referral tools
• Marketing and branding support
• Integrated compliance tools; ID verification, PEP and sanctions searches and credit checks. 

Market-Leading Lender Access

At JLM, you're not tied to anyone. You’ll get direct access to:

• A whole of market lender panel
• Mortgage club exclusives
• Specialist lenders, private banks and international providers

And because we’re fully independent, you’re always free to place the right deal — for your client, not the network.

Enhanced Remuneration

Benefit from industry-leading commission structures and enhanced fees, helping you maximise your revenue potential:

• Competitive life and protection commissions rates
• Enhanced procuration fees
• Commission rates available on indemnity and non-indemnity basis

Plan Your Future

We help you plan a smooth succession or exit strategy, ensuring your business and clients are well taken care of and you receive real capital value.

• Business buyout available after 3 years
• JLM Wealth referral buyouts 
• Option to continue working during buy out period

Join our network and experience hands-on support from a team that truly understands the challenges and opportunities in mortgage, protection and financial advisory services.

01462 455 655 | [email protected]