Become An Affiliate
Quite often we will need to recommend the services of an accountant, solicitor, estate agent to compliment the financial planning services we offer. Likewise we expect our affiliate companies may like to do the same to compliment their own professional services.
A banner and link on this page of our website
A page on our blog with a profile on your services which will be indexed on google to drive traffic to your website
Options to advertise in our marketing literature which will go to all our clients and prospects
Referrals from our consultants where applicable
Introducer agreement for any referrals you send to us
Meetings with our financial consultants advising you of our services and discussing ways we can work together to better serve our clients collectively