Moneybox, the digital wealth manager helping over 1.5 million people across the UK save, invest, and plan for their future, has today announced a strategic partnership with First Mortgage, one of the UK’s leading mortgage brokers and part of the award-winning Mortgage Advice Bureau.
As the UK’s leading provider of Lifetime ISAs and home to the largest community of aspiring first-time buyers, Moneybox has helped hundreds of thousands of people save for a deposit and take their first step onto the property ladder. This partnership represents a pivotal next step in the company’s long-term growth strategy, one designed to ensure that customers continue receiving expert mortgage advice at scale, integrated seamlessly into the award-winning experience they already trust.
By 2030, Moneybox anticipates that thousands more of its customers will be purchasing their first home each month. To scale its mortgage proposition sustainably — while continuing to support customers across their savings, investing, and wealth-building goals — Moneybox has chosen to partner with First Mortgage, a proven sector specialist and the leading consumer brand within the Mortgage Advice Bureau Group, a long-standing partner in this space.
Alex Hayman, Director of Strategic Growth at Moneybox, commented: “Since launching in 2021, the Moneybox mortgage advice service has gone from strength to strength, reaching profitability and earning industry recognition for digital innovation and service excellence. This partnership marks a positive next step for the business, unlocking greater opportunity for both our customers and our colleagues.
“Customers will continue to receive the same five-star support from the same trusted team, now enhanced with access to more than 12,000 mortgage deals across 90+ lenders, including exclusive offers, all within the Moneybox app. They can save for their deposit, use helpful tools and calculators, access impartial, fee-free mortgage advice from First Mortgage, and receive dedicated support from a personal broker and case manager. Together, we’re making the homebuying journey simpler, more accessible, and fully integrated, from first step to doorstep.”
The partnership delivers a complete end-to-end mortgage journey, combining Moneybox’s award-winning digital tools and educational content with First Mortgage’s market-leading advice and personalised support.
It also responds to the growing need for clear, trustworthy guidance throughout the homebuying journey — from the first steps of saving for a deposit to securing a mortgage and moving in — all within an increasingly complex market.
For First Mortgage, this collaboration forms a cornerstone of its national growth strategy. By integrating access to expert advice into Moneybox’s trusted platform, First Mortgage will expand its reach to thousands more prospective homebuyers.
The partnership comes at a time of expansion for First Mortgage, including the opening of a new office in Bath this September and the recent acquisition of Lucra Mortgages. These developments further enhance its national footprint and provide a strong platform to attract new brokers and serve an even wider client base.
Ian McGrail, CEO of First Mortgage, said: “Moneybox has built a vibrant, highly engaged community of future homeowners, many of whom are just beginning to envision their first property. At First Mortgage, our role is to transform those dreams into reality — guiding them from the first conversation all the way to moving in and beyond, with expert advice, market insight, and complete transparency.
“Partnering with Moneybox means we can connect with customers at the very start of their homebuying journey, backed by a brand they already trust. By combining Moneybox’s award-winning digital engagement with our hands-on expertise, we’re creating a best-of-both-worlds experience — digital convenience with human reassurance.”
Gareth Herbert, Distribution Director, Mortgage Advice Bureau, added: “We’re thrilled about this strategic partnership between First Mortgage and Moneybox, which directly benefits the Mortgage Advice Bureau (MAB) Group. This collaboration allows us to connect with future homeowners right from the crucial early stages, resulting in a pipeline of more educated and prepared customers. The combination of Moneybox’s innovative digital platform and First Mortgage’s human expertise is vital; it not only empowers our network to support aspiring buyers more confidently and efficiently but also significantly strengthens our market-leading proposition.”
ENDS
Notes to editors
For media enquiries, please contact:
Joanne Leahy, Head of PR, joanne.leahy@moneyboxapp.com / press@moneyboxapp.com
Emily Hill, PR & Content Specialist, Emily.Hill@mab.org.uk / press@mab.org.uk
About Moneybox
Moneybox is an award-winning wealth management platform on a mission to give everyone the means to get more out of life. Launched in 2016 by Ben Stanway and Charlie Mortimer, Moneybox has grown rapidly and now supports a community of over 1.5 million customers with more than £16 billion in assetsAn asset is anything that holds value and which can be bought and sold freely. under administration. The platform brings together saving, investing, home-buying, and retirement services—alongside powerful tools and educational content—to help people build wealth throughout life, no matter their starting point.
Moneybox is a Which? Recommended Savings Provider 2024. *Has been voted ‘Best First-Time Buyer App’ at the What Mortgage Awards three years running (2022, 2023, and 2024) and won ‘Best Broker for Digital Innovation’ at the Mortgage Strategy Awards 2023.
About First Mortgage
Founded in 1997, First Mortgage is one of the UK’s leading mortgage brokers, specialising in first-time buyers, home movers, and remortgage clients. With a strong presence in Scotland, award-winning service, and an industry-leading Trustpilot rating, the company has built a reputation for honest advice, transparency, and exceptional customer care.
About Mortgage Advice Bureau
Mortgage Advice Bureau (MAB) is one of the UK’s leading consumer intermediary brands and specialist appointed representative networks for mortgage intermediaries, winning more than 250 awards for the quality of its advice and service.
MAB has more than 2,000 advisers offering expert mortgage, protection and general insurance advice on a local, regional, and national level to consumers, both face to face and over the phone. MAB’s proposition is aimed at supporting high quality and ambitious mortgage adviser firms to deliver the best outcomes for their customers through the provision of proprietary technology and services, including adviser recruitment and lead generation, learning and development, compliance auditing and supervision, and digital marketing and website solutions.
MAB handles more than £25bn of loans annually and is listed on the Alternative Investment Market (AIM) of the London StockStocks, also known as shares or equities, represent units of ownership in a company. Exchange.