Whole-of-Market Mortgage & Protection Advice

Considered advice, for what matters most to you.

MB Private Finance provides independent, whole-of-market mortgage and protection advice — built around your circumstances, not a panel of products.

MB Private Finance works within CBM Financial Partners (FCA: 1011994), an Appointed Representative of JLM Mortgage Network (FCA: 300629), giving MBPF access to regulated "whole of market" mortgage and full protection advice.
Jonathan Marks, Founder
About

I founded MB Private Finance to give clients honest, whole-of-market mortgage and protection advice — without being tied to a sales target or one provider's "lending appetite" or range of solutions and conditions.

MB Private Finance offers specialist advice on debt, including mortgages, alongside bespoke advice and implementation of insurance solutions such as shareholder protection and whole-of-life cover, often used for estate planning purposes.

MBPF was established as a joint venture with Mulberry Bow in 2025, following my 15 years working with business owners and other financially successful individuals and families, for firms including EFG Private Bank and Barclays Wealth. Before my second career in finance, I worked in television, leading production teams covering events such as the ATP tennis tour, England cricket tours, and Match of the Day.

MB Private Finance works within CBM Financial Partners, which means full regulatory backing, a broad lender panel, and the compliance infrastructure to support advice you can rely on — while keeping the service personal and direct.

What We Do

Two disciplines, one advisor.

Mortgages and protection are rarely treated as equally important — here, they are.

01

Mortgages

Whole-of-market advice across residential, buy-to-let, development, commercial and bridge lending — from first-time buyers to complex or high-value cases. The full market is searched, not a limited panel.

02

Protection

Life Assurance, Critical Illness Cover, and Income Protection — advised on properly, based on your actual circumstances, not treated as an add-on to a mortgage.

03

Inheritance Tax Solutions

For clients with more complex estate planning needs, I arrange whole-of-life cover — often written in trust — designed to meet an identified inheritance tax liability, working alongside your existing wealth adviser.

04

Shareholder Protection

Cover designed to protect a business if a shareholder or partner dies or is diagnosed with a critical illness — funding the purchase of their shares and helping keep the business stable and in the right hands.

How It Works

A clear process, from first call to completion.

01

Get in touch

A short initial conversation to understand what you need and whether we're the right fit.

02

We meet

In person or by call — we go through your situation in full, so any recommendation is properly grounded.

03

Recommendation

A clear, whole-of-market recommendation, explained plainly — no jargon, no pressure.

04

Application

The process is handled end-to-end, with regular updates so you're never left wondering where things stand.

05

Completion — and beyond

Mortgage and protection needs are reviewed as your circumstances change, not forgotten once a case completes.

What You'll Need

Straightforward, by design.

For a mortgage application

  • Proof of address (driving licence or a recent utility bill)
  • Passport
  • Last 3 months' bank statements (main account)
  • Proof of income — tax returns or accounts (if self-employed)
  • Details of other credit commitments (mortgages, unsecured debt)
We'll confirm anything else specific to your situation once we've spoken.

For a protection application

  • A short call to confirm some personal and health details
  • Details of any existing cover you hold
  • Details of beneficiaries and trustees
We'll guide you through exactly what's needed once the right cover has been agreed.

Ready to start? Securely share your details through the client portal.

Start Your Application
For Introducers

A referral partner you can rely on.

MB Private Finance works closely with solicitors, IFAs, and other professional introducers who want a mortgage and protection specialist they can refer clients to with confidence.

Working within CBM Financial Partners, I offer full whole-of-market access, straightforward communication, and a fast response when a client needs to move quickly.

Discuss a referral relationship →
Get In Touch

Start a conversation.

Tell me a little about what you need, and I'll come back to you personally — usually within one working day.

Email
jonathan@mbprivatefinance.com
Phone
07766 207565
MB Private Finance works within CBM Financial Partners (FCA: 1011994), an Appointed Representative of JLM Mortgage Network (FCA: 300629), which is authorised and regulated by the Financial Conduct Authority.