We help IFAs who aren’t insured benefits experts to deliver a more complete service

INDEPENDENT FINANCIAL ADVISERS

If this is you, talk to us about

  • Freeing up your time
  • Protecting key relationships from competition
  • Delivering better insurance outcomes for your clients

 

HOW WE CAN HELP YOU

If your clients have insured benefit issues that are more complex than you’re comfortable to advise them on – or if insured benefits just aren’t your core business – why not consider partnering with us?

We don’t offer any financial or investment advice, so involving us won’t create any conflict of interest for you or your client. We’ll ensure that they receive appropriate specialist advice, protecting your core relationship with them from competitors.

Most employers recognise that insured benefits and pension advice are separate equally complex subjects, and in our experience they welcome their financial advisers taking the initiative by introducing us.

MORE ABOUT WHAT WE DO