Introducer Referral Scheme: How to Make a Referral
Introducer Referral Scheme: How to Make a Referral
Referring or wanting to discuss your client with us is easy ....
A. Contact us in 3 ways:
- Online Contact Form
- Telephone 01543 677444 or 020 8144 7620
- Book a Callback using online diary
C. We send relevant Initial Enquiry Form for completion
CLIENT ADVICE PROCESS: Visit the Library for Factfind, Introducer Agreements and New Client Advice Process
- You complete Factfind with client and agree a provisional cost/commission if you have spoken with us previously
- Send in factfind - we will then discuss the factfind and needs/objectives/risk with you and also with client
- We will send fee/commission quote to client and copy to you
- Client completes and returns fee/commission quote (either with or without your help)
- We do advisory work - research, advice and suitability report
- Suitability report is issued to the client - copy to you (assuming client has authorised you to receive a copy)
- We discuss the report with the client - you can also assist on this part where applicable - e.g. be with client, help them complete forms etc
Other Useful Links:
