We are an independent advice firm with a 25-year track record of excellent client feedback. We work with, and look for, trusted partners and professionals who are interested in long term relationships that consistently deliver the best outcomes and advice for their clients.
All our Introducers have simple agreements that cover client ownership, payment terms, expectations, and any specific requirements from the introducing firm.
We will consider ad hoc introductions but prefer to work with firms and advisers who wish to build a relationship that will enhance their ongoing standing with their clients, but also allow them to build a true equity release offering.
If you would like to informally discuss how we can help you build an additional income stream through an equity release offering, deliver excellent client outcomes, and enhance your own reputation, then please contact either:
|Charly Higman, Mortgage & Protection Director
|Chris Glazier, Managing Director
|T: 01934 732340
|T: 01752 349261