Samuel
Mason

Learning to lead a brokerage
Samuel's story so far...

Samuel Mason took his mum's advice to turn up early rather literally. At 18, he arrived for an interview at a national estate agency brokerage a day ahead of schedule, without a tie. An estate agent lent him one, the manager interviewed him anyway, and a mortgage services opportunity eventually followed.

By then, Samuel had already left college for an insurance apprenticeship and worked at Lloyds. He completed CeMAP and became a mortgage adviser at 19, finding that listening to clients and helping them make decisions suited him. In February 2023, he started The Mortgage and Protection Hub from his kitchen table.

Three and a half years later, the business has a team of nine, more than 25 introducer partners and over 200 five star reviews. Versatile Consulting became a shareholder in 2026, bringing access to Canary Wharf office space and experienced business owners across several sectors.

Growing the firm has meant learning to let other people take responsibility. Samuel now spends more time coaching advisers, developing systems and helping colleagues build their own client bases. He also jointly founded Adviser Lab to share the lessons he had to learn about recruitment, leadership and running a business. A franchise proposition and a South African operations team are in development, as he works towards a business that can keep growing beyond his own advice work.