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Case Study

Discover how we’ve helped clients secure their dream homes and also ensured they have the financial resilience needed for a brighter future. Each story demonstrates our commitment to providing personalised support and expert advice.

Financial protection when it mattered most

Financial protection when it mattered most

Eti Murray is a mother of two girls who tragically lost her husband and soulmate, Andy, to cancer. With financial protection in place, she was able to spend time with Andy in his final months and care for her children without money worries. Tell us a bit about your...

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Helping the next generation onto the property ladder

Helping the next generation onto the property ladder

With ongoing affordability challenges, many first-time buyers are turning to family for support to get onto the property ladder. The ‘Bank of Mum and Dad’ has become a vital source of funding.  The ‘Bank of Mum and Dad’ continues to play a significant role in the...

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Celebrating Women in Finance: ‘I still enjoy what I do’

Celebrating Women in Finance: ‘I still enjoy what I do’

To mark International Women’s Day, we spoke to MB Associates' Case Manager Peggy Falconer about her extensive career in the mortgage industry, the people who inspired her and the advice she would give to women starting their careers. Her story is a reminder that...

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International Women’s Day: Q&A with Monica Bradley

International Women’s Day: Q&A with Monica Bradley

To mark International Women’s Day, our founder, Monica Bradley, speaks about her career journey and the experience of building and leading her own business. What inspired you to build a career in the mortgage and financial services industry? I’ve always been motivated...

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Helping Mum and Dad stay in the home they love

Helping Mum and Dad stay in the home they love

When the cost of live-in care became a concern, one family turned to us for compassionate, specialist advice. With the right lending solution, their parents were able to remain safely and comfortably in their own home. A client came to us for advice to help her...

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‘Peace of mind is hugely important’

‘Peace of mind is hugely important’

Carol Kane from Surrey was worrying about the future until she took out financial cover to ensure her partner was secure if something happened to her. I’m a fit and healthy middle-aged woman. I don’t drink, I exercise every day, and I maintain a healthy body weight....

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