Needham Financial – part of the Cardiff-headquartered Cornerstone Network – has announced that Market Street Mortgages & Protection Limited, led by principal director Sam Rodgers, has officially joined as an Appointed Representative (AR).
The partnership marks a strategic move for Sam and his team, who transition from operating under a directly authorised model to joining Needham Financial's expanding group of advisers. The decision reflects a shared vision for client-focused advice, operational efficiency, and robust compliance support, Needham Financial said.
“We are thrilled to welcome Market Street Mortgages & Protection to the Needham Financial family,” said Jonathan Needham, Co-Founder of Needham Financial. “Sam brings with him a strong local presence and a commitment to excellence that aligns perfectly with our ethos. Their decision to move from direct authorisation to join our network is a testament to the flexible and supportive framework we provide to advisers who want the best of both worlds — the safety of a network, and the freedom to grow their business.”
With the support of The Cornerstone Network, Needham Financial said it provides its AR firms with the structure and guidance they need to succeed, including compliance, technology, and market access — while allowing advisers to maintain their independence and identity.
“Joining Needham Financial gives us the opportunity to focus fully on what matters most — serving our clients,” said Sam Rodgers, Director of Market Street Mortgages & Protection. “We now have the back-office support and compliance reassurance we need, coupled with the autonomy to run our business our way.”
