Next, find out more about our dedicated personal support...
We are here to support you and your clients access a broader range of later life lending options. Find out how we’re able to help you.
4. Your trusted partner for equity release referrals
We're your trusted partner that will support your clients and deliver good outcomes
Putting you and your client first to ensure we deliver the right solution
Why we're the right equity release referral partner for you
Over 25 years of experience in the market
With over 25 years of expertise within the industry, our advisers have the knowledge and expertise to find the right solution for your clients. Our advisers will work closely with you to provide a professional and seamless extension of your advice service.
Deliver good outcomes for your clients
As part of our commitment to providing the best possible service to you and your clients, we go beyond exploring lifetime mortgages. We work alongside you to explore a range of later life lending options to find the once which suits their needs.
You can be involved in the process
We understand and respect that the clients referred to us will always be your clients. That's why you can be as involved throughout the process as you like. If you prefer, you attend the appointments with your clients to stay involved throughout.
Our independent advisers search the whole of the market to get the right outcome for your client
We’re independent equity release experts, and if equity release is right for your client we search and compare equity release products from across the whole market to find the most suitable plan. We’ll always tell your client if equity release isn’t right for them, and we offer a full range of later life options, so we can see if there is another product more suitable for their needs. Unless they decide to go ahead with a plan, our service is completely free of charge, as our fixed equity release advice fee is only payable by your clinet on completion of a plan.
Discover why we are your trusted partner for later life lending referrals
1. A simple way to earn
We make later life lending referrals easy for you with our simple process. For each completed case you'll earn an average of £1,646
2. No need to find new clients
There's no need to find new clients. It's likely your already have clients that could benefit from exploring equity release
3. You will remain compliant
Reduce your compliance risk by exploring a broader later life lending proposition
4. Your trusted partner
You can trust us to help your clients. We'll put them first to ensure we deliver the right solution every time
5. Your dedicated adviser team
Our dedicated advisers are ready to support you with all later life lending cases