We know that choosing the right network is a tough decision.
But we have added so much more to our appointed representative services in the past few years, we think it might surprise you just how much our advisers get out of their partnership with us.
You can claim your six months fee-free now and we will arrange for your National Account Manager to visit. Or read on to find out a little more……
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Saving you precious time
We understand that time is a valuable commodity for advisers, especially when you want to give clients the thorough advice they need.
We have therefore designed our services to support you with some of the more time-consuming tasks.
The Broker Support Team are at the centre of these initiatives. Our fully-qualified experts on the desk keep up to date on the latest lender criteria to deliver key guidance on complicated borrowing and unusual cases.
Selling protection is tricky enough. That’s why our Protection Helpdesk team call around the underwriters on your behalf, to save you time gathering the most accurate indication of terms for your client.
Preparing you for change
Compliance support is one of the big reasons to become an appointed representative.
As your network, we take full regulatory responsibility for all your business, and make it our business to keep you up to date on the latest developments in the industry.
We are owned by a FTSE 250 company, which gives us the financial stability you desire. We also work proactively with advisers, to ensure that we help minimise the impact of change.
Our advisers are supported through our comprehensive training and development programme. We also offer an enhanced point of sale system and access to integrated sourcing and quotation software.
Growing your business
More and more advisers are recognising the importance of marketing in today’s world, which is why we deliver a wide-range of creative options to support your business.
Finding quality content to send to clients is a crucial part of generating leads. As an appointed representative you will have free access to our monthly consumer newsletter service, which sends out three compliant, engaging stories direct to you clients.
You will also have access to modern poster designs and datasheets to use in your office and to advertise your business. These look great in windows and we even have digital options that are perfect for use on social media, to help build your brand and generate those leads!