We partner with IFAs, and IFA companies, all of who are UK qualified, FCA approved suppliers of financial advice.
We provide a service of introducing potential customers to IFAs, whereby the adviser will agree to give 30 minutes of financial advice in exchange for a pre-agreed fee.
We are always on the lookout for qualified IFAs, who see the value in our partnership, and who have a great customer manner. IFAs can specify their preferred methods of appointment, from phone, to video call, to in-person meetings, and their specialist areas of advice too. This will help streamline the customers we assign to the IFA.
The process of inclusion is very quick and easy, just Submit your site here and follow the instructions to get started.