Strengthen Your Client Relationships and Unlock an Additional Revenue Stream
You introduce the client, we handle the advice and compliance, and you share in the revenue.
Answer a few short questions and schedule a discussion around a potential professional partnership.
Strengthen Your Client Relationships and Unlock an Additional Revenue Stream
You introduce the client, we handle the advice and compliance, and you share in the revenue.
Answer a few short questions and schedule a discussion around a potential professional partnership.
How does the referral process work?
Step 1: Introductory Call
Many people build up multiple workplace pensions over the years but never review them, leaving investments unmanaged and retirement plans unclear.
Step 2: Simple Referral Process
When a client may benefit from advice, you make an introduction by email or through our referral form. We handle the process professionally and keep you updated throughout.
Step 3: Ongoing Support & Partnership
Your clients receive tailored financial advice, while we build a long-term professional relationship with regular communication and referral fee opportunities where appropriate.
How does the referral process work?
Step 1: Introductory Call
We arrange a short call to get to know each other, learn more about your business, and see whether we’d be a good fit to work together.
Step 2: Simple Referral Process
When a client may benefit from advice, you make an introduction by email or through our referral form. We handle the process professionally and keep you updated throughout.
Step 3: Ongoing Support & Partnership
Your clients receive tailored financial advice, while we build a long-term professional relationship with regular communication and referral fee opportunities where appropriate.
TESTIMONIALS
WHAT CLIENTS ARE SAYING
How has Saul helped?
Saul helped me consolidate old pensions and get my investments and salary sacrifice set up in a tax efficient way.
- Akshaye
How has Saul helped?
He helped me get a plan to maintain my current level of investment and saings over the coming years. He also provided me with some tips and tricks to help make every day finances easier. Saul also assisted me recently with a BTL mortgage application which was absolutely oustanding he was quick and responsive and got me a very competitive rate.
- Edward
How has Saul helped?
Saul assisted me in securing a new mortgage lender for my residential property, consolidating my pension and placing it into a suitable investment. We have also begun implementing broader inheritance tax planning measures to help reduce my future tax liability.
- Richard