Introducer Referral Scheme: Why Refer Clients To Us

Introducer Referral Scheme: Why Refer Clients To Us

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

This page is designed to meet the needs of the financial services industry and not the general public.

This website is a is a trading style of Roberts Clark IFS Limited who is an independent intermediary, authorised and regulated in the United Kingdom by the Financial Services Authority. You can check this on the FSA Register. Our FSA authorisation number is 192598. Certain items in this site are not regulated by the Financial Services Authority such as Wills, Legal Advice and Property Sales. Registered in England No. 3981121. VAT No. 748286687. Training Services and Compliance Services are not regulated by the Financial Services Authority. The FSA does not allow authorised persons or approved persons to decline responsibility and pass blame for any rule breach to training and compliance consultants they have engaged. Whilst the guidance, content and documents offered are believed to be accurate, their use is at your own risk.
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London & South: Gainsborough House, Sheen Road, Richmond, Surrey, TW9 1AE.

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