Gold-standard adviceOur advisers are hand-picked for their expertise and industry knowledge.
Hassle-free introductionsOnline portal for quick and easy introductions and case tracking.
Risk freeAll compliance and insurance is covered by us.
Introduce clients with confidence
Do you have clients who could benefit from a cash boost in later life? An equity release plan could enable them to unlock the financial potential in their home to spend how they wish. Introduce them to us for specialist whole-of-market advice and in return you’ll earn an introducer fee for each completed case.
Complete our Business Due Diligence document and Introducer Agreement online in just a few minutes.Register now
It’s quick and easy to submit a referral via our bespoke introducer portal. All we need is a few client details.Introduce now
Get a real-time view on the progress of your introductions anywhere, anytime via our online portal.Login
Is your client eligible?
To qualify for an equity release plan your client must be:
- Over 55 years of age (both if in couple).
- Own and live in a UK property worth at least £70,000.
- Looking to borrow a maximum of 55% of their property value.
- Able to pay off any outstanding mortgage with the amount released.
Reasons to introduce to us
No cross sell
We respect the relationship you have with your clients which is why we never cross-sell or up-sell.
Competitive introducer fees
You’ll get paid 25% of proc fees for every completed case that you introduce and it will be paid promptly.
Quick and easy introductions
Your time is precious which is why we’ve made our introducer process as quick and easy as possible.
Online case tracking
Staying fully informed throughout the process couldn’t be easier with our online case tracking portal.
Being truly independent means we can access plans from the whole market to find the best one.
Treat your clients well
Your client will get gold-standard advice from an expert in this market to ensure the best outcome.
A step by step guide to our process
Your clients (and you) are in safe hands with our simple 5-step process…
Simply give us a few details about your client.
We’ll advise them if equity release is right for them.
If they want to proceed we’ll recommend the best plan.
Following a satisfactory survey the funds will be released.
You will earn 25% of the proc fee on completion of the plan.