Referral Program

If You Prefer, Just Refer?

Becoming an Appointed Representative isn’t for everyone – but why not make the most of your contacts books and take advantage of our referral program?

Simply refer requests on behalf of your clients to our in-house team of professionals and leave us to do the work for you.

We have been an approved specialist referral partner with some of the UK’s largest networks of financial advisers, law firms and accountancy practices for the past 20 years and we can help you to develop opportunities.

It works very simply with complete transparency throughout the process.

We set you up as an introducer, you send over the details and we broker the deal for you.

Referrers are updated at every stage as we focus purely on the transaction, allowing you to focus on your client relationship.

If you have the licences we will refer back to you any protection, key man director share protection or relevant life plan opportunities, or we can help with these opportunities also and pay you a fully disclosed introducer fee.

If you don’t help your client with commercial finance someone else will. We can help you to stay close to your clients, every step of the way. Best customer outcomes are at the heart of us helping fund UK business.

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