Our partnership promises

We will...

Treat your clients fairly

  • We always have your client’s best interests at heart
  • We listen to their needs to ensure we can deliver the best outcome
  • We stay fully abreast of the rapidly changing equity release market to deliver a premier level of advice

Respect you and your business

  • We value every referral you give us and never forget whose client this is
  • We will never cross-sell or up-sell to your clients
  • We will pay you promptly on every completed case

Go the extra mile

  • We make life as easy as possible for you and keep you informed throughout the process
  • We share our expertise with professionalism, and without being arrogant or unapproachable
  • We assume all compliance risk because we’re confident in what we do