Introducer Opportunities
At FinsBridge, we strive to deliver the best tailored advice and build lifelong relationships with our clients. This is why we are trusted by business introducers to add value to their clients. We also offer the potential to generate an additional revenue stream that’s based on helping your clients access ethical and good quality advice.
If you’re an accountant, solicitor, business owner or recently retired IFA or any other interested party, whose clients, employees or other people in the trusted network may be looking for independent financial advice, then why not consider becoming an Introducer for FinsBridge?
Why become an Introducer?
We know that independent financial advice can make a real difference to people’s lives. By helping people you know to easily access and benefit from our services, you not only have the opportunity of generating additional income but also increase your value with your clients or associates.
Over the years our business has been built from existing clients recommending us to people they know, so we understand the value of a personal introduction. Becoming an Introducer simply puts this into a business model, so that individuals and businesses you know can obtain good independent financial advice. That’s why we are now working with a growing number of individual and business Introducers for the benefit of all involved.
Do people need what you’re offering?
Most people will require at least one of the services we provide at some stage in their life. Therefore our services do not need to be ‘sold’ as such and can rather be ‘introduced’ easily in a casual, personal and trusted manner. All initial consultations are without charge or obligation. A Financial Adviser can help ensure your clients or colleagues have the plans in place to make the most of their hard earned money while protecting themselves, their families and possibly their business both now and in the future.
We offer a complementary Financial Health check as an easy to use self-discovery tool for your clients to assess their financial well being. We also offer at our cost a free Portfolio Review for clients with existing investments or pensions who may or may not have access to advice – this way we can provide them an MOT on whether they are good value for money and whether they are delivering the performance expected.
How are you different to other financial advisers?
We specialise in offering tailored financial services solutions rather than simply finding the cheapest product or the best interest rate for our clients. By accessing products and policies from the whole of the market we can identify the most suitable as well as most affordable ones to suit a client’s individual circumstances. This is complemented by our personal and professional approach to ensure that the person you’ve recommended us to receives the highest quality of financial advice.
Becoming an Introducer is easy
Being an Introducer is not a regulated activity and you do not have to be authorised and regulated by the Financial Conduct Authority (FCA). There is a simple legal agreement which sets out the terms & responsibilities of each party. As financial advice can only be given from our own qualified Independent Financial Advisers, there is no requirement for you to have any experience or background in financial services.
We provide our Introducers with promotional literature and have set up simple ways to introduce interested parties to us.
Please see our informative Financial Guides which you can share with your clients.
How do I monitor my introductions?
After you have registered and been approved as an Introducer we can update you on each introduction as it progresses, and notify you once their policy, investment or mortgage commences. However, client information and specific details of any recommendations or advisers make to clients are of course strictly confidential, and do not form part of any progress notifications.
How much you can earn is entirely dependent on the number of introductions you make and the amount of time you decide to commit to generating leads. Simply forward to us details of any of your clients, employees, family, friends, or colleagues who you have recommended us to, and we will do the rest, through email, telephone and postal contact.
Please note that all persons being recommended to FinsBridge must be a UK resident and be aged 18 or over.
If you have any client situations that you would like to discuss with us, or if you require more information about becoming an Introducer please get in touch, we would be delighted to hear from you.
