Join Us

IFA introducers ~ Additional income for Mortgage brokers ~ IFA referrals

Refer your clients, friends or colleagues to us and receive an introducers fee.

Whatever way you want to work, we have the flexibility to accommodate and the level of your income will depend only on the nature of the business and how many people you refer. There is absolutely no limit to what you can earn for simply referring people to us.

You may be a retired IFA or Mortgage Broker, Solicitor or Accountant.
You may simply be a client or a member of public looking for an additional income stream.

We can deal with leads in any of the following ways:

• Simply email or phone us with the initial information and we'll do the rest.
• Submit your clients details online, using the form below.

SO HOW DOES THIS WORK IN PRACTICE?

Example One - Occasional Introducer
You occasionally introduce a client, friend or colleague to us. We conduct an initial review meeting with them which is FREE and with the client identify their requirements. The client decides that they like our proposals and agree to proceed. This could range from a complete Financial Planning Solution to a simple Life Policy. If these proposals generated as an example £4000 of net income, you would receive a minimum of £800 for just referring the client to us.

Example Two - Regular Introducer
We go through exactly the same process as above but because you are referring people to us on a regular basis you now receive up to £1600 from the very same business.

It really is as simple as that.

We will contact your client and keep you informed of any progress.

Fill in your details below and one of our staff will contact you with more details.

Details submitted through this form are confidential. Any information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment. By completing the following form you are confirming that you are granting us your 'express permission' to contact you by phone and that you have obtained 'express permission' for us to contact your client, friend or colleague by phone also. We confirm that any such permission will only be valid for one month.

Introducer's Details
Name
Company Name
Telephone Number
Email Address
Nature of enquiry

Once we receive your details we will call you to activate your official introducer agreement.

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