Free High Quality Pension and Investment Leads for IFA's - Well Almost!
If you are an Independent Financial Adviser looking for high quality Pension, Pension Transfer and Investment leads that really do convert into sales we may have a solution that will suit your requirements.
At The Mortgage Broker we currently have introducer agreements in place with many IFA's who don't see mortgage business as their main focus. In return for mortgage business for which we provide a commission split agreement we will also pass over appropriate pension and investment business from our clients as we are currently not authorised to provide such advice.
This mutual agreement works extremely well allowing you the time to focus on your core strengths of investments and pensions whilst retaining full ownership of your client. It goes without saying that we have a 'no cross selling' agreement in place with you allowing you to offer your clients the appropriate protection policies.
With a database of over 20,000 mortgage clients throughout the UK which is currently growing by around 1000 new entries per month, there are bound to be opportunities for pension and investment sales in your geographic location. In addition we have specialist websites covering pensions and investments which produce a steady flow of high quality leads throughout the year.
The Mortgage broker Ltd has won numerous awards for our exceptional customer service and was recently a finalist for the Financial Adviser Magazine Small Mortgage Broker of the Year Award 2007. You can rest assured that your clients will receive a first class customer experience when dealing with our professional staff from mortgage advisers through to our in-house team of mortgage administrators.
You can discuss this opportunity at any time by calling Darren Pescod on 01480 479196 or just email darren@tmblgroup.co.uk leaving a number, a suitable time when you are available to talk and Darren will be in touch.
"I don't usually bother with these feedback things but the service we have received has been so excellent I am making an exception! Wendy and Dawn were efficient and friendly. We were kept up to date and problems which arose were dealt with quickly and effectively. We were in a difficult situation and Wendy instantly came up with a suitable mortgage for us - she clearly knows her products inside out. Thanks to you both."
Dr & Mr Hill, Swaffham
