Whilst you remain committed to providing your clients with the very best service, there will be circumstances where you will unfortunately be unable to provide advice.
This may be down to not holding the relevant qualifications (for example those required to conduct DB transfers) or not having the sufficient resource or expertise in that area. It may be that you have not got around to expanding your proposition into a certain market or in some cases, or you may have simply chosen not to conduct certain types of business.
If you are looking to provide your clients with a complete solution, we can help.
For those areas of business where you would like to pass on the advice to an expert in that field, we offer SimplyRefer, which enables you to access selected partners who are able to offer your clients an outsourced solution.
In all cases, we have carried out robust and rigorous due diligence on third party partners and negotiated favourable remuneration arrangements for you. All you need to do is refer each case to the chosen specialist and they will deal with that client for that particular piece of advice before passing the client back to you. A win for you and a win for your client.
Our outsourcing covers solutions in areas of pensions (transfers), estate planning, including Lasting Power of Attorney, probate and will writing, insurance and more.
If there are areas that you wish to evolve your business into, again, we have a number of market leading solutions that we can provide. This includes one of the UK's leading mortgage offerings, providing access to a raft of lending solutions and support services, protection, general insurance.
Visit SimplyBiz Mortgages to find out more.
And of course, our dedicated investment team are on hand to help you build the complete Centralised Investment Process.
For those firms looking to evolve their business model and service the needs of the more media savvy client, we offer NextGen SimplySites - a fully compliant and editable website to meet all your firm’s needs, offering an array of content, digital tools and calculators and even solutions for transaction business online.
Visit www.nextgensites.co.uk to find out more.