Enhance your offering

Give clients the advice they need, even when it’s not feasible to provide it yourself, using one of our trusted partners.

Referrals and partnerships

Deliver a more complete service

While you may want to provide your client with a full service, there are some areas that you may be unable to, or simply choose not to, advise on.

With our exclusive referral programme, you can connect your client with one of our specialist partners for advice on a specific topic. So they receive the counsel they need while you retain your client – and your share of the income.

All our referral partners undergo intensive due diligence before they’re added to our programme, giving you and your client total peace of mind.

Areas covered:

  • Defined Benefit (DB) transfers
  • Protection
  • Private Medical Insurance (PMI)
  • Power of Attorney
  • Will writing
  • Later life lending
  • General and commercial insurance
  • Corporate and group
  • Care planning
  • Loan and lending solutions

Opportunity

Extend your range of advice services to deliver better client outcomes.

Value

Bring in specialists when required, without recruiting additional staff.

Compliance

Partner with carefully selected experts who meet our strict regulatory standards.

Efficient

Share your workload and free up more time to focus on what you do best.

Get in touch

Request a call back

Give us a few details and we’ll give you a call.

Call us

Lines are open between 9am-5pm, Monday to Friday.

01484 439 100

Become a member

Contact our sales team to learn more about our membership options.

01484 439 100

(choose option 1)