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OSB Group sets up High Net Worth division

by BestAdvice
22 March 2022
OSB Group sets up High Net Worth division
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OSB Group is to introduce a new High Net Worth client management team lead by Simon Cockerill, head of intermediary sales development.

The focus of the team is to support high net worth customers across lending brands, Precise Mortgages, Kent Reliance for Intermediaries and InterBay.

Marc Callaghan returns to the group and will lead the team alongside Krissy Salmon who returns from maternity leave in early April.

The team will hold ongoing reviews with brokers and their clients to improve support for High Net Worth clients.

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Cockerill said: “Having worked with Krissy and Marc previously, we’re all really excited to be setting this division up. The new team will be getting in touch with brokers from April onwards to ensure we can help them to support their clients with any new borrowing or retaining their business.

“This also means we can help to review the requirements and best options for clients with their brokers. It’s a collaborative approach that keeps the broker at the epicentre of the relationship, teamed with our lending products and specialist sector knowledge.”

Julian Ingall, director, Coreco Specialist Finance, added: “This is another smart move from OSB Group in supporting brokers and clients where the service and relationship is key – working closely with Marc and Krissy to iron out any challenges in the process and making it easier to retain clients means a positive outcome for everyone.”

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