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Got it!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.
Extend your range of advice services to deliver better client outcomes.
Bring in specialists when required, without recruiting additional staff.
Partner with carefully selected experts who meet our strict regulatory standards.
Share your workload and free up more time to focus on what you do best.
Lines are open between 9am-5pm, Monday to Friday.
Contact our sales team to learn more about our membership options.
(choose option 1)