Welsh Enterprise Awards 2025/ 14 Mortgage & Protection Company of the Year 2025 – South West Wales & Client Satisfaction Excellence Award 2025 More than one in ten people that have applied for a mortgage would rather be stuck in a lift for 12 hours than go through the process again, whilst three in ten said that a better understanding of the process would have relieved stress, according to research by Ohpen. Mark Lloyd Mortgages exists to combat this, providing mortgage and protection advice that is clear, educational, and always in the client’s best interests. Following the firm’s recent recognition in the Welsh Enterprise Awards 2025, we heard more from Managing Director Matthew Whitehead. Based in Llanelli, Mark Lloyd Mortgages is an independent firm specialising in clear, client-centric mortgage and protection advice. Since its founding in 1988, the firm has built a stellar reputation for providing exceptional services, always going above and beyond what is expected for its clients – never stopping short of purely arranging products. As Matthew told us: “When you use Mark Lloyd Mortgages, we go on a journey, and we are on this journey with you until the end.” Clients do not approach Mark Lloyd Mortgages purely for a product, as with most firms. Instead, they approach it for its unique approach to the client’s journey, which entails financial education and a full, thorough insight into the buying or financing journey. From there, Mark Lloyd Mortgages become the client’s anchor point and safety net in the process, providing ongoing support that has earned it the Client Satisfaction Excellence Award 2025. This passion for education stems from a common market challenge. Mark Lloyd has operated within the industry since 1988 whilst Matthew himself has worked in financial services and real estate for a combined 16 years. The pair have found that they encounter the most frustration not from industry partners, but from clients being unaware of the journey’s process – questioning why certain stages take longer than others, or whether they truly need essential elements of the service. In 2020, Mark and Matthew sat together to address this, ensuring that Mark Lloyd Mortgages did not become “just another brokerage”. The pair decided to combine financial services with tailored journeys to provide clients with an in-depth insight into how the firm will achieve their goals, ultimately aiming to ensure they can enter the market with newfound knowledge, tools, and confidence. Today, this approach enables Mark Lloyd Mortgages to stand out from the crowd. “We have many great competitors in the area we live in, and some expert advice provided by most,” said Matthew, “but very few are able to offer the true insight on what actually happens behind closed doors – the bits they don’t want you to know. Having previously worked in the estate industry, we are able to combine advice and insider knowledge to reduce stress.” This combined package is a rarity in the market, evidenced by the high volume of clients who directly approach the firm to embark on what is referred to as the “Journey”. It is a significant step in Mark Lloyd Mortgages’ mission to make the process as comfortable as possible for its clientele – a mission that is demonstrated across all the firm’s endeavours, from the way it communicates with clients to the way it conducts business in the office. In comparison to its competitors, Mark Lloyd Mortgages cultivates a more relaxed environment for staff and clients alike. When visiting the firm, clients will not be greeted with tailored suits and tapping laptops; instead, they will find a refreshing beverage, a comfortable sofa, and an advisor who has sat in the same position as the client and is not afraid to share their experience. “When I applied for my first mortgage, I was in front of a desk with a very nice gentleman in a very nice suit, but I was like a rabbit in headlights inside – petrified that giving the wrong answer would jeopardise my goal of owning a home,” Matthew explained. “We are people too; we have walked in your shoes to get our own homes, and we now want to help you achieve your goal.” Since its inception, Mark Lloyd Mortgages has demonstrated an unwavering commitment to ensuring that the client journey is streamlined, informative, and prosperous. For this dedication, the firm has distinguished itself as a key player in the region – a go-to partner for those navigating the complexities of the market – and has received recognition as South West Wales’s Mortgage and Protection Company of the Year 2025. “We are people too; we have walked in your shoes to get our own homes, and we now want to help you achieve your goal.” Contact: Matthew Whitehead Company: Mark Lloyd Mortgages Web Address: www.marklloydmortgages.co.uk Mark Lloyd Mortgages
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