The Money Nest by Heron Financial
The Nest is a clear, no-jargon podcast about mortgages, homeownership and getting truly “mortgage ready”.
Hosted by advisers from Heron Financial, a fee-free, B Corp certified mortgage and protection brokerage, each episode breaks down a specific topic in plain English: from saving a deposit and improving your affordability, to navigating new build, shared ownership, remortgaging and protection.
Whether you are a first-time buyer, an existing homeowner planning your next move, or simply trying to make sense of rates and lender criteria, The Nest is here to make the process calmer and easier.
No hype, no hard sell. Just practical guidance, real scenarios and actions you can take to move closer to owning – or keeping – the home that is right for you.
The Money Nest by Heron Financial
Will AI Replace Mortgage Advisors? The Future of Advice and Technology
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Technology and AI are transforming almost every industry, but what does that mean for mortgages?
In this episode of The Money Nest, Kiah Foster sits down with Heron Financial founder Matt Coulson to explore how technology is reshaping the mortgage journey. From building Heron’s custom platform Everglades to introducing AI tools that support advisors and improve client experiences, Matt explains why innovation has always been central to the way the business operates.
They discuss how better technology can streamline the mortgage process, improve transparency for clients and partners, and reduce the repetitive admin that often slows everything down. But despite rapid advances in AI, one thing remains clear: expert human advice still sits at the heart of good mortgage decisions.
Matt also shares his perspective on where the industry is heading, why advisors who embrace AI will outperform those who don’t, and how Heron Financial is preparing its team to work alongside new technologies through AI training and apprenticeships.
If you’re curious about the future of mortgages, digital advice, and how AI is really being used in financial services today, this episode offers an honest look behind the scenes.
If you would like to learn more, please do get in contact with us. All our details are on the website - https://heronfinancial.co.uk/