Principal Edge Financial Services has broadened its advice offering to clients by integrating mortgage services into its growing business.

Principal Edge Financial Services is a privately owned boutique advice practice who has been providing tailored advice solutions to their clients for close to 30 years.

It has been through these client interactions they recognised that individual loan portfolios form a critical component of a financial plan.

Bruce Kluk, Managing Director said “There are important considerations and options to account for in developing a customised credit portfolio and to reflect this we are delighted to announce the integration of Principal Edge Mortgage Solutions into our service offering”.

Additionally the firm has appointed David Learn to the position of Lending Manager. “David brings a wealth of experience and is our first full time loans specialist. He will play a key role in bringing our clients residential and commercial credit needs in house under one roof as part of our full advice offering as well as opening up new opportunities” Kluk said.

Source: Principal Edge

Join the discussion