Refer a Client to Pinpoint Finance

Working together to provide the right advice for your clients

Like many of the professionals we work with, we are committed to delivering personal service in everything we do. Being an independent, regulated brokerage means we will always act in the best interest of our clients and yours, offering them impartial advice backed up with great customer service.

We are very fortunate to work with a wide network of local professionals across York, Leeds, Harrogate, Scarborough, and throughout Yorkshire, including accountants, solicitors, and independent financial advisers. These trusted partners rely on us to support their clients with tailored lending solutions, knowing that we provide clear, impartial advice backed by decades of industry experience.

At Pinpoint Finance, our commitment is to make the process as smooth and straightforward as possible, ensuring your clients receive expert guidance and transparent advice at every stage. Whether it’s securing a residential mortgage, navigating the complexities of buy-to-let investments, or arranging commercial finance, our team is here to take the complexity out of finance, allowing you to focus on what you do best.

We genuinely value the trust local professionals place in us and are proud to be an extension of the high-quality service you provide to your clients. Our FCA-regulated status and ICO registration ensure that client data is handled securely and with the utmost professionalism, giving you peace of mind when making a referral.

Partner with Pinpoint Finance – Local Expertise, National Reach

We understand the local property market in York, Leeds, Harrogate, and Scarborough like no one else. With deep-rooted connections and a solid understanding of lending criteria in the region, we can offer your clients bespoke solutions that fit their financial goals.

Simply provide us with your client’s contact details and a brief message outlining their requirements, and we’ll handle the rest—keeping both you and your client informed every step of the way. We make it easy for you to support your clients with the best financial solutions available, while enhancing the professional services you already deliver.




    I have read the Pinpoint Finance Customer Privacy Policy:

    Image of Keith and Kelvin in the courtyard at York Eco Business Centre, representing Pinpoint Finance - refer a client

    Pinpoint Finance Client Referral Program

    Finding finance or reviewing existing arrangements can be difficult, time-consuming and confusing for many individuals, business owners, and property landlords. We understand that choosing the right business and commercial finance specialist or mortgage advisor is an important decision, and we take the trust you place in us very seriously. That’s why we make referring a client to us easy.

    We choose building long-term relationships over making a quick buck every time.

    Why Refer to Pinpoint Finance?

      • Impartial Advice:
        We’re not tied to any specific lender, allowing us to search the entire market and find the most suitable financial products for your clients, tailored to their individual needs.

      • FCA Regulated:
        Fully authorised and regulated by the Financial Conduct Authority (FCA), ensuring that all our services are compliant and transparent.

      • NACFB Members:
        As members of the National Association of Commercial Finance Brokers (NACFB), we adhere to strict codes of practice, ensuring professionalism and integrity in everything we do.

      • ICO Registered – Your Data Is Safe with Us:
        We take data protection seriously. As ICO-registered brokers, you can trust that all client information is handled securely and in line with GDPR standards.

      • Experienced Team:
        Our team brings decades of expertise in residential, buy-to-let, and commercial finance, ensuring your clients receive the right guidance and support.

      • Client-First Approach:
        We prioritise professionalism and integrity, handling each referral with the highest standard of care, ensuring your clients feel informed and confident throughout the process.

    Refer a Client to Us Today

    Call: 01904 866 100

    Contact Our Team

    Keith: 07547 540 541

    Kelvin: 07826 603 635

    Anna: 07442 775 270

    Email us at: [email protected]