HUB Referral Solutions offers you easy to use referral services to consider if you have clients you can’t help, whether that’s because of needing specialist help or maybe the costs of advising are too prohibitive.
The referral services are provided on a whole of market basis, by HUB Financial Solutions, which is part of Just Group.
So, if you have clients who don’t fit neatly into your business model, HUB Financial Solutions can help you with:
- Defined benefit advice For clients needing help with a defined benefit pension scheme.
- Retirement income planning For clients looking for income in retirement.
- Equity release advice For clients looking to unlock some of the equity in their home.
All referral services offer advice and guidance from qualified and experienced advisers.
The HUB Financial Solutions proposition includes the assurance that they’ll keep you updated on progress throughout the journey and never cross-sell to your clients without your express permission.
You’ll earn an introducer fee for every completed case or defined benefit client that proceeds to full advice.
Find out more.
Ready to refer now? Fill out the referral form or contact Hub:
Retirement income and equity release, call 01737 233412, 9am to 8pm Monday to Friday, excluding bank holidays.
Defined benefit schemes, call 0800 955 6024, 9am to 5pm Monday to Friday, excluding bank holidays.