Partnerships for Professional Advisers
Receive a share of our total earned fees and commission (not just the procuration fee) for your Equity Release referral business.
Our business model fits perfectly for us to work with you as there is never any conflict with regard to cross selling or client ownership.
This service is for financial advisers only.
Would you like an additional stream of income?
We are Independent Equity Release advisers who specialise in this field. The FSA have issues of wanting only specialist advisers, or in their words 'no dabblers', we are able to work closely with general Financial Advisers and Mortgage Brokers. Aside from any equity release plan that we arrange, the client will always remain yours.
In the current financial climate of restricted mainstream lending, many advisers and brokers are looking at improving their income and as Equity Release for the over 55's is not reliant on affordability demand is still strong in this current market. However, aside from the professional qualifications and additional liability insurance that would have to be gained, the FSA are not comfortable with general Advisers writing only small levels of business. So an obvious solution is to get paid generously for someone else taking the responsibility and doing the work for you.
We are currently working closely with a number of Solicitors, Financial Advisers and Mortgage Brokers who do not offer advice in this specialist area, but have a substantial database of clients that may be looking at Equity Release either now or in the near future. They are aware that unless they are proactive in offering a solution, this business and the clients could be lost to someone else.
If you would like to benefit from our generous income sharing offer, register with us now. Once you have done so, you can complete an Introducer Agreement Form and access Client Referral Forms and an example marketing letter.
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