Introducers & Partners

Expand Your Client & Employee Offerings

Helping Your Clients And Employees

We dont just provide our products and services directly to clients, we work with a large array of businesses too. We partner with businesses to allow them to introduce their clients to our wide range of products and services and so they can also provide a full financial wellbeing package to their employees.

For Your Clients - Become An Introducer

We all want to keep clients happy, after all they are the lifeblood of any business and critical to both its current and future success.

By introducing clients to us and our products and services, businesses can expand their offering, drive up revenue, and increase customer retention and satisfaction. The best part of it is that we make it a very simple process.

Based around our state of the art technology that we’ve built in-house, we make introducing client leads to us a simple and efficient process. Our businesses are interlinked via our online systems, allowing us to provide an unparalleled level of customer service to both clients and partners.

Products and services that we can partner with businesses on include:

Contractor business insurance
IR35 insurance
IR35 status and contract reviews
Mortgages and protection
Wills and estate planning
Wealth management and financial advice

Want to know how we can help your business and its clients? Click below.

For Your Employees - Financial Wellbeing

Money is the most prominent worry for employed adults in the UK, with over a quarter of adults admitting to feeling stressed about money every day.

Such universal money worries means that employers are now recognising and implementing a financial wellbeing offering as part of a wider employee benefits package, and without it the statistics show that employers will lose.

Employee financial wellbeing is not just access to free or great value products and services, it’s about education and ensuring employees feel secure in that they can pay todays bills, deal with the unexpected and have a plan in place to ensure they are on track for a healthy financial future.

As a group of businesses we offer free advice for:

Mortgages & Protection
Insurance
Wills and estate planning
Financial and wealth management

These services are FREE to all employees – and at no cost to your business, and are delivered in a wide range of methods, on or off premises.

Want to know how we can help your business and employees? Click below.

Find Out More

Our Office

Jason Works, Clarence Street,
Loughborough, Leicestershire,
LE11 1DX.

Contact Us