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During your day to day activities as an IFA or Mortgage Broker you will, no doubt, come across clients who run their own business, or have a desire to run their own business.
Your clients will often ask you, as their trusted adviser, to guide them in the right direction and you will no doubt be in a position to offer them some help at present, but perhaps you sometimes feel frustrated at not being able to find the right solution for your client.
Now you have the answer right here The Business Finance Advisory Service (bfas.org) are a one stop solution to all finance requirements, and business growth needs. By introducing your clients to bfas.org you will not only assisting them in their search, but in addition you are potentially earning money for yourself and your practice.
We offer two levels of Membership for Mortgage Brokers and IFAs click here for a brief explanation orPower Point Presentation of how our Network offering works.
CLICK HERE FOR FULL DETAILS
You retain the client as yours, and we will always recommend a complete solution encompassing the range of Protection, Pension and SIPP or SSAS arrangements, which you will be able to write, if authorised.
We have many clients, in particular new start ups, who need an advice on Protection and Pensions or who feel they need to change their IFA or residential Mortgage Broker. If you wish to be considered as one of our specialist Panel Members please complete our Panel Member Application Form. We are keen to attract Specialists such as Pension Specialists and Investment Specialists as well as General Practitioners to our panel. |