If you’re looking to provide additional support for your clients, I might be able to help. As part of my role as a Branch Manager at Skipton Building Society, I’m always on the lookout for opportunities to work with local professionals like estate planners, accountants and solicitors for mutual benefit. One of the ways I do this is through the network of ‘Financial Advice Introducers’ I work with in my area.
Financial Advice Introducers
Becoming a Financial Advice Introducer presents potential opportunities for everyone. Building on the service you offer, your clients will have the chance to talk to one of our financial advisers and put plans in place for the future. If they decide to go ahead with our recommendations you’ll earn 25% from the initial advice fee. It could increase the likelihood of repeat business, generate new opportunities through recommendations and enhance your relationships with existing clients. www.skiptonfa.co.uk
Outside of work I have a wife and 2 children that I love and who are rugby mad. I am a keen golfer and always on the lookout for an opportunity to play with friends and new connections. I also coach Rugby to junior boys and girls.
If you’d like to find out how to become an Introducer for a trusted building society that helps people plan for retirement, invest money, sort out pensions and navigate their inheritance tax, call me today on 07821 288 724.
I look forward to working with you.