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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

Other Useful Links:
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

Advisers United Links:  Members ¦ 50% Commission ¦ Regulated Referral ¦ Expat Referral ¦ Tax Trust Wills Referral ¦ Home ¦ Contact Us ¦ Book Callback ¦ Compliance Help ¦ Adviser Shop ¦ News Lobbying

Contact us Book your callback Partner Referral - Introduce and Earn Commission Low Cost Compliance Templates and Visits Compliance documents in the shop  

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