Leading Estate Agency - and Property Services Group - group

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Leading Estate Agency - and Property Services Group - group
group

          Leading Estate Agency
        and Property Services Group
                         connellsgroup.co.uk
Leading Estate Agency - and Property Services Group - group
group
  Connells Group is the largest and most successful estate agency network in the UK,
  with 84 local estate agency brands and a number of both wholly-owned, and part-owned,
  supporting subsidiaries adding to the diversity and strength of its business.

1930s                                                       2000s                                                  2010s                                                      2020s
to 90s

    1936 - First Connells estate agency branch                 2000 - Founder member of Rightmove                   2010 - Acquired Vibrant Energy Matters                     2020 - David Livesey, CEO of Connells Group
             opened in Luton                                                                                                                                                              celebrated 30 years in the Group
                                                                2002 - Acquired Conveyancing                                - One of Zoopla’s founding shareholders
    1969 - Ten-branch network acquired by                               Direct Property Lawyers                                                                                   2021 - Acquired Countrywide Property Services Group
                                                                                                                              - Established Redstone Wills
            Constantine Group
                                                                2003 - Acquired Sequence national estate agency
    1976 - First agency to provide an in-house                         network and Sharman Quinney
                                                                                                                      2011 	- Acquired Burchell Edwards, Just Wills Group
                                                                                                                              and a stake in LMS Group
             mortgage service
                                                                2004 - First industry awards won
    1977 - First agency to provide a bespoke mortgage                                                                2012 - Acquired strategic stake in Hearthstone
             service to the new homes market
                                                                2006 - Rightmove plc floated on the                         Investments plc
                                                                        London Stock Exchange
    1978 - First estate agency group to provide in-house                                                             2013 - Initiated major expansion of lettings branch
                                                                       - Acquired a stake in TM Group                        network
             training structure
    1984 	- One of the first estate agency networks to        2007 - Acquired the Asset Management Group           2014 - Acquired Peter Alan
                                                                        (AMG) and The New Homes Group
             obtain a full listing on the London Stock                                                                       - Successful Zoopla flotation
             Exchange
                                                                                                                      2015 - Acquired Gascoigne Halman, online estate
    1991 	 - Acquired by Scottish Widows                                                                                   agency Hatched.co.uk and nine lettings books
           - P urchased large part of Prudential                                                                     2016 - Acquired Paul Dubberley, Touchstone Residential
              Property Services                                                                                               Lettings and Rook Matthews Sayer
           - Connells Survey & Valuation established                                                                 2017 - Stephen Shipperley, Chairman of Connells
                                                                                                                              Group, celebrated 40 years in estate agency
    1996 - Acquired by Skipton Building Society
                                                                                                                      2018 - Launch of new build mortgage services
                                                                                                                              proposition supporting local and regional
  Our ownership by the Skipton Building Society offers security of                                                            developers
  unparalleled financial strength, established and robust                                                             2019 - Introduction of MIO sales progression software
  corporate governance and significant PII covenant                                                                           in partnership with TM Group
Leading Estate Agency - and Property Services Group - group
High Street Estate
Agency Brands
with 10 or more
branches

And 50
well-known,
local names                                      part of John D Wood & Co.

across the country

                     part of John D Wood & Co.

                                                                             part of John D Wood & Co.
Leading Estate Agency - and Property Services Group - group
High Street Estate Agency

Connells Group is the largest          With a focus on innovation and customer       Our highly trained estate agents and        Residential
                                       service, we are widely regarded as industry   mortgage services consultants – assisted
and the most successful estate         pioneers, having been founding members        by head office functions to support a       Property Auctions
agency network in the UK.              of Rightmove, instrumental in the launch of   streamlined and outstanding customer
                                                                                                                                 Through our leading London-based
                                       Zoopla and taking a lead role in developing   service - ensure the best possible
With over 1,200 high street branches                                                                                             auction house under the Barnard
                                       new digital technologies such as the sales    outcomes for our customers.
nationwide, the Group trades under                                                                                               Marcus brand and with regional centres
                                       progression tool MIO, all designed to
84 well-known and trusted local                                                      Colleagues have access to industry          across the country [Derby, Leeds,
                                       enhance the customer experience and
estate agency names.                                                                 leaders at the forefront of good estate     Norwich, Southampton, Liverpool,
                                       adapt to changing customer requirements.
                                                                                     agency, learning from the best in the       Exeter, Sheffield, Wales], we are one of
                                                                                     business. We are one of the only large      the largest volume residential property
                                       Driven by the needs of our customers, our
                                                                                     estate agency businesses run completely     auctioneers in the UK.
                                       branches offer the perfect combination of
                                       property services to home buyers, sellers,    by estate agents.                           Sequence Auctions and Countrywide
                                       landlords and tenants, including:                                                         Property Auctions provide vendors and
                                                                                     Our lettings business currently manages     purchasers with a bespoke service via
                                         • Residential sales
                                                                                     over 120,000 tenancies across our           their dedicated auction teams. National
                                         • Residential lettings                      network, with services including            sales include lots covering the entire
                                         •M ortgage and protection services         everything from simply finding a tenant     country, whilst local sales through our
                                         • New homes                                 to full property management including       regional auction centres focus on lots
                                                                                     repairs, remedial work, maintenance and     located close to the auction centre.
                                         • Auctions
                                                                                     rent processing.                            With nearly 60 auction sales held
                                         • Land and planning
                                                                                                                                 every year, we offer an entire range of
                                         • Conveyancing                              Customers can rest assured they are         property types, from flats to houses,
                                         • Surveys and valuations                    dealing with an organisation which is       factories to shops, land and much
                                                                                     professional, self-regulated and delivers   more, in locations throughout the UK.
                                         • Asset management
                                                                                     a market-leading service.
                                         • EPC provision and will writing
Leading Estate Agency - and Property Services Group - group
Mortgage Services

Connells Group is one of                    Connells Group supports our estate        We own the hugely successful
                                            agency customers with a national          Mortgage Intelligence (MI) business
the UK’s largest mortgage                   network of more than 1,000                which operates a network and
distributors.                               mortgage consultants, working             club for third party appointed
                                            across a number of local and              representatives (AR) and directly
Our mortgage services business offers       national brands, offering advice on       appointed (DA) mortgage brokers
the highest quality to both customers       a range of mortgages, protection          respectively. Capital Private Finance
and lenders. We have a large and mature     products, insurance and wills via our     and Slater Hogg Mortgages are
business supporting our estate agency       subsidiary Redstone Wills. They have      Connells Group brands that also
customers and branches, a major national    access to thousands of mortgage           operate under this model.
mortgage network, a specialist buy-to-let   schemes from our panel of lenders,
and phone-based advice business, the UK’s                                             Connells Group also includes the
                                            which include most of the major
leading new homes mortgage specialist                                                 UK’s leading new homes mortgage
                                            high street and specialist lenders.
and mortgage club business for the DA                                                 specialist. The New Homes Group
                                            Our customer-focused approach to
mortgage market, which collectively                                                   encompasses New Homes Mortgage
                                            mortgage provision, through our
makes the Group one of the largest                                                    Helpline, Torc24, IMH and New
                                            large network of consultants and
mortgage intermediaries in the UK.                                                    Homes Mortgage Scotland.
                                            their support teams, is the reason
                                            why customers come back to us             In addition, we own The Buy to Let
                                            time and time again.                      Business, a specialist business that
                                                                                      also handles all customers who wish
                                                                                      to transact by telephone.

                                                   £30bn+
                                                worth of mortgage
                                                   applications
                                                submitted in 2020
Leading Estate Agency - and Property Services Group - group
Land and Planning

Connells Group Land              We have a dedicated team of land               From identifying the initial development
                                 professionals operating nationally who offer   opportunity through to the completed
and Planning is a leading        a wide range of services tailored towards      scheme, we provide an all-encompassing,
multi-disciplinary, national     the acquisition and disposal of land, that     end-to-end service to landowners and
development agency that has      can be developed in both the short and         developers. Our expert strategy, coupled
                                 medium term and also strategically in the      with our local housing market knowledge,
been established for more than   longer term.                                   ensures we optimise the value of the
forty years.                     Our many clients include public bodies
                                                                                scheme for our clients at all stages of
                                                                                the process.
                                 and institutions, corporate and private
                                 landowners, and registered providers along     The Group’s land team is supported
                                 with national and regional house builders.     by a national new homes operation
                                                                                that provides regional housing market
                                                                                intelligence and expertise in the selling of
                                                                                new homes for house builders across our
                                                                                estate agency branch network.

     National
     network
      of Land
    Managers and
      Directors
Leading Estate Agency - and Property Services Group - group
New Homes

Connells Group is the UK’s           Nationally, we provide a full range of         Our work with developers enables us to
                                     services to new homes developers of            assist with the financing of large schemes
largest agency for new homes         all sizes - from single units to large         by agreeing and contracting a forward
sales selling circa 12,000 new       developments, from shared ownership            sale position to deliver a pre-specified
homes a year.                        to retirement properties and by creating       number of completions occurring on time
                                     new residential settlements. We                which can help in bringing forward the
                                     produce in-depth market intelligence,          developer’s build programme.
We pride ourselves on delivering     cost-effective marketing solutions and
a comprehensive service to                                                          This can enable developers to acquire
                                     recruit knowledgeable new homes sales
                                                                                    further sites despite commitments on
meet and exceed the needs of         specialists to work on site and within our
                                                                                    developments elsewhere.
                                     branch network.
housebuilders and developers.                                                       Our multifaceted approach to new homes
                                     We also offer conveyancing and dedicated
                                                                                    products, our understanding of the needs
                                     mortgage services that are tailored to the
                                                                                    of house builders and our ability to market
                                     new homes market, and can help with
                                                                                    new homes effectively make us the first
                                     assisted move options and part exchange,
                                                                                    choice for many of the UK’s leading
                                     including via our subsidiary The New Homes
                                                                                    builders and developers.
                                     Group.
                                     We also offer a range of investment
                                     services working with a number of
                                     investment buyers, pension funds, off-
                                     shore funds and investment groups
                                     specifically looking to purchase new builds.

         Sell                      12,000                         New Homes                       Dedicated
        more new                                                  Managers and                  New Build Mortgage
                                   new home
     homes than any                                                 Directors                   Services Consultants
                                   sales a year
       other agent                                                 nationwide                         available
Leading Estate Agency - and Property Services Group - group
Corporate Lettings,
PRS and Build to Rent

                        Our Corporate Lettings, PRS                    We conduct all aspects of property asset
                                                                       management for our clients’ portfolios
                        and Build to Rent teams                        including, but not limited to, the
                        are equipped to work with                      following services:
                        institutional investors and                    • Carrying out property assessments
                        corporate landlords throughout                    on a regular basis
                        the UK.                                        • Securing rents and arrears
                                                                       • Marketing the properties with Connells
                        We can provide a unique level of service
                                                                          Group branches and sub-agents
                        regionally or for city specific portfolios,
                        buildings and dispersed national portfolios.   • Carrying out compliance testing, health
                                                                          and safety checks and risk assessments
                        Acting as your single point of contact,
                        your Portfolio Manager will manage all         • Securing vacant properties
                        aspects of your account and is backed by
                                                                       • Organising insurance
                        an experienced team of specialist property
                        managers, client accountants and our           • Arranging disposals of properties
                        extensive national branch network. In
                                                                       • Dealing with solicitors
                        addition, the Portfolio Manager will work
                        with you to ensure that your portfolio         • Day-to-day property management,
                        performs to achieve your investment goals.        dealing with repairs
                                                                       • Property inspections
                                                                       • Serving notices as required
                                                                       • Repossessions
                                                                       • Providing bespoke data and MI
Leading Estate Agency - and Property Services Group - group
Survey and
                                            Valuation Services
Connells Survey & Valuation                      Countrywide Surveying Services
is the leading supplier of                       operates one of the largest,
valuation panel management                       most trusted property surveying
and associated residential                       and valuation practices in
valuation and surveying                          the UK. We act on behalf of
services for both home buying                    corporate lender clients and
customers and corporate                          individual home buyers.
lender clients.
                                                 We employ over 700 personnel, including
We deliver flexible nationwide service           over 450 in-house RICS qualified
solutions through our 450 strong team            surveyors covering UK postcodes
including RICS qualified chartered surveyors     including Northern Ireland. At the core
and specialist service management staff.         of our business is a wealth of technical
                                                 expertise offered by professionals which
At the heart of our business is a                combined with an unrelenting focus on
sophisticated risk and fraud management          the customer journey ensures a quality
model which is underpinned by a Quality          delivery of service to our clients and
Assurance ISO 9001:2015 accreditation held       customers.
since 1998. This underlines our constant and
continuing commitment to deliver quality         We offer a full range of valuation, survey
service to our valued customers and clients.     and panel management services, and
                                                 through innovative collaboration, work
Our clients operate across the property and      in partnership to meet our client’s needs.
financial markets, each requiring bespoke        Our in-house surveyors operate using
services to meet their needs, including:         market leading technology for on-site
mortgage valuations; private home buyer          inspections and remote valuations to
and building surveys; LPA receiver valuations;   collate, prepare and quality control their
repossession valuations; audit; portfolio        valuation reports and customer surveys.
analysis and expert witness reports.
Leading Estate Agency - and Property Services Group - group
Asset
Management

             Asset Management Group                  Countrywide Corporate
             (AMG) specialise in residential         Property Services (CCPS) is
             Asset Management and                    a specialist provider of B2B
             Property Maintenance Services           residential property Asset
             to Mortgage Lenders, Probate            Management services to
             Providers, Equity Release               Mortgage Lenders, Probate &
             Providers, Charities and                Trust Companies, Equity Release
             Property Buying Companies.              Providers, Developers and
                                                     Property Buying Companies.
             Established in 1997, AMG has gained
             an outstanding reputation built on      First established in 1990, CCPS has built
             performance, consistency, compliance    its reputation on consistent performance,
             and innovation. Business and personal   quality assurance oversight, supply chain
             values are the key to AMG’s success,    compliance and transparency. CCPS is
             treating each property individually,    easy to do business with, is Information
             ensuring a personal and professional    Security accredited, and provides an
             service with complete focus on fair     adaptable and flexible approach to client
             customer outcome.                       needs with focus firmly on optimised
             AMG’s services cover England, Wales,    customer outcomes.
             Scotland and Northern Ireland.          Services are provided in England, Wales,
                                                     Scotland & Northern Ireland.
Energy Performance Certificates,                                            Conveyancing
Inventories, Gas Safety
& Electrical Inspections
Vibrant Energy Matters was         The business has grown substantially     Connells Group is one of the
                                   over the years to become the UK’s
established in 2008 to service     leading provider of EPCs, responsible    UK’s leading suppliers of
the requirements of the Housing    for one in every 10 that are carried     tech-enabled, end-to-end
Act and The Energy Performance     out. Over recent years, we have          conveyancing services to
                                   successfully developed more than 25
of Buildings (Certificates and     different services for the residential   businesses and direct-to-
Inspections) (England and Wales)   and commercial property market and       consumers.
Regulations 2007 in respect        in that time we have also become the
                                   UK’s largest provider of outsourced      Our market-leading panel management
of the provision of Energy         inventories. We also provide Gas         solutions are provided to businesses in
Performance Certificates (EPCs).   Safety Services and Electrical           both the ‘transactional’ (home mover)
                                   Inspections.                             and the remortgage marketplaces. Our
                                                                            existing customers include major players
                                   We have a diverse range of clients,      across the estate agency sector and
              UK’s                 ranging from one-branch estate           the mortgage lending and mortgage
                                   agents to the largest social housing     intermediary sectors.
      leading EPC provider
                                   providers in the country.                To complement our panel management
          carrying out
                                                                            solutions, we own a number of leading
          90,000                                                            law firms and legal service providers. This
             a year                                                         ability to both ‘outsource’ and ‘insource’
                                                                            service delivery has enabled us to design
                                                                            and implement scalable and robust
                                                                            solutions that withstand the rigours of
                                                                            fluctuating demand and volatile markets.
                                                                            Our success has been built on our
                                                                            industry-leading expertise and our deep
            UK’s                                                            understanding of the wants and needs
          largest                                                           of customers and introducers in our key
                                                                            markets. Innovation is at the centre of
       inventory supplier                                                   what we do and our broad range of
                                                                            conveyancing solutions are underpinned
                                                                            by best-in-class technology.
KEY CONTACTS
Estate Agency, Auctions, Land,
Planning & New Homes                                                                              Mortgage Services                                                                   EPCs & Inventories
David Plumtree                                                                                    Adrian Scott                                                                        Daniel Kittow
Group Chief Executive (Estate Agency)                                                             Group Mortgage Services Director                                                    Managing Director, Vibrant Energy Matters
01525 218669                                                                                      01525 244237                                                                        0845 0945192
david.plumtree@connellsgroup.co.uk                                                                adrian.scott@connellsgroup.co.uk                                                    daniel.kittow@vem.co.uk

Residential Lettings & Corporate Lettings                                                         Asset Management                                                                    Conveyancing
Stephen Nation                                                                                    Simon Matthews                                                                      Jeremy Davy
Group Lettings Managing Director                                                                  Managing Director, AMG                                                              Conveyancing Director
01525 218669                                                                                      01483 456231                                                                        01525 218581
stephen.nation@connellsgroup.co.uk                                                                simon.matthews@amgltd.co.uk                                                         jeremy.davy@connellsgroup.co.uk

Survey & Valuation Services                                                                       Grahame Pritchard
                                                                                                  Chief Operating Officer, Countrywide
Ross Bowen                                                                                        Corporate Property Services
Managing Director, Connells Survey & Valuation                                                    07860 722480
01525 218669                                                                                      grahame.pritchard@countrywide.co.uk
ross.bowen@connells.co.uk

Matthew Cumber
Managing Director, Countrywide Surveying Services
07769 671284
matthew.cumber@cwsurveyors.co.uk

All figures are quoted for full year 2020, or correct as at March 2021, based on internal data.

The Connells Group describes companies and brands within the Connells Limited group of companies. Connells Limited is registered in England and Wales under company number 3187394.
Registered Office is The Bailey, Skipton, North Yorkshire, BD23 1DN. VAT Registration Number is 500 2481 05.

                                                                                                                                                                                                                                  group
For activities relating to regulated mortgages and non-investment insurance contracts, Connells Limited is authorised and regulated by the Financial Conduct Authority.
Connells Limited’s Financial Services Register number is 302221.
Copyright © 2021 Connells Group. All rights reserved.

March 2021 VERSION 1
                                                                                                                                                                                                                          connellsgroup.co.uk
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