Introducer Referral Scheme: Why Refer Clients To Us

Contact us to refer your clientIntroduce to us and get paid Introducer Referral Scheme:  Why Refer Clients to Us?

We are multi-award winning Chartered Financial Planners, fully authorised across all sectors: Our experts specialise in areas that you may prefer to avoid or cannot access:

Benefit to you
  • Expert Chartered Financial Planners look after your clients
  • No Cross Selling Guarantee
  • No advice liability for you - we give the advice, we retain the advice liability
  • No Commission Clawback risk - with our client fee agreement
  • Up to 50% Commission/Fee Share
  • Award winning advisers make sure you and your clients get great advice
  • TCF:  FSA will be happy that you are getting expert help where needed
Introduce your clients to us with confidence ....

In this Section: Commission Rates    How to Refer  Retire - Exit - Earn  Contact Us

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Contact us  Retire, Exit and Still Earn Option  We help you with overseas client advice  Earn Commissions for Tax, Wills and Other Services  Low Cost Compliance Templates and Visits