Mortgage and protection business owners across Wales are being invited to explore how they can grow their firms, increase their value and plan for the future at a free business development event taking place in Cardiff this month.
OneDome Growth Partners, part of the OneDome Group, will host its Discovery Day at the Park Plaza Cardiff on Thursday 12 November, bringing together business owners, advisers and industry leaders for a programme focused on building more profitable and sustainable advice businesses.
The event is aimed at mortgage and protection professionals who want to develop businesses worth £1 million or more, with practical guidance on recruitment, leadership, revenue growth and succession planning.
It will also provide an opportunity for advisers considering self-employment to understand the opportunities and challenges involved in establishing their own firms.
A central theme of the day will be the transition from working as a mortgage adviser to becoming the owner of a business that can grow beyond the individual providing the advice.
While many advisers establish firms around their own client relationships and professional expertise, developing a larger operation requires a different approach to recruitment, management and long-term planning.
The programme will examine these challenges through OneDome’s Seed, Grow and Scale framework, which follows the development of an advice business from a sole practitioner to an established firm employing multiple advisers.
Sessions will explore the financial implications of employing advisers, the challenges of moving into a leadership role and the factors that influence how mortgage businesses are valued.
There will also be a focus on increasing revenue from existing client relationships through protection services and referral opportunities, alongside longer-term considerations such as succession and exit planning.
OneDome Founder and CEO Babek Ismayil will open the event with an overview of the group’s growth and its plans for supporting mortgage brokers.
He said:
“Running an advice business has never been more demanding. Owners are juggling client service, compliance, recruitment and technology, often all at once, and the right support for a two-adviser firm looks very different from what a firm with twenty needs.
“Our aim is to support brokers in the areas that will make the biggest difference to their businesses.”
The event comes as OneDome continues to expand its mortgage and protection operations following the acquisition of Mortgage Intelligence.
The wider group now supports more than 550 brokers and facilitates over £12 billion of mortgage lending annually.
Attendees will have an opportunity to see OneDome’s technology platform in action and participate in a live question-and-answer session with Babek Ismayil, Head of Growth Jason Bryant and Head of Mortgage Seed Programme Kerry Davies.
The morning programme will be followed by a free networking lunch, giving attendees an opportunity to meet other business owners and members of the OneDome leadership team.
Confidential one-to-one meetings will also be available during the afternoon for those who want to discuss their individual business ambitions and future plans.
The Cardiff event forms part of a wider Discovery Day programme, with further sessions planned in Birmingham on 19 November and Manchester on 3 December.
The OneDome Growth Partners Discovery Day takes place at the Park Plaza Cardiff on Thursday 12 November 2026. Attendance is free, including the networking lunch, but advance registration is required.
