For the areas which you do not wish - or are not qualified - to advise upon, we created a one-stop referral solution, SimplyRefer. From care fees to pension transfers, general insurance to will writing, we have assembled a range of propositions and specialist providers to enable you to cover all your clients' needs.
Our protection panel provides access to whole of market products and enhanced commission rates with the UK’s leading protection providers - all within a single easy-to-use portal.
Compliance First has partnered with a number of specialist transfer providers, allowing you to outsource schemes upon which you are not authorised to advise or would prefer to refer.
If you offer mortgage advice, you can use our award-winning mortgage club, offering access to a range of lenders providing exclusive and semi exclusive rates, an extensive GI panel and a range of ancillary products. The mortgage club also runs regional specialist masterclasses and mortgage meetings twice a year.
Workplace Solutions specialises in supporting Clients who are looking to create new revenue streams through corporate advice. Offering guidance across auto enrolment, group life, group protection, business insurance, workplace benefits and much more, Workplace Solutions helps you unlock the potential of this lucrative market.
GI portal - Genius
A quick and easy way to provide the General Insurance cover your clients need. Using Genius, you can search products and obtain quotes online, advise your client and return to the system to make the policy live.