We have an online Partner Portal where you can refer and track clients. If you decide to refer a client, the only information you need to provide is their:

• Name

• Email address

• Telephone number

• Consent for us to contact the client.

You also have the option to add additional information, such as the client’s DOB, any medical conditions and there is a free type box where you can let us know the client’s mortgage amount, if they have a limited company or an overview of their protection enquiry. 

Once we have received the client's details we will allocate a dedicated adviser to the client that will get in touch within 24 hours to arrange an appointment at a convenient time.