Some basic bullets on the features and benefits of joining the network. Example below:
There is NO joining fee!
You don’t pay any upfront costs to us to join or start up!
No long contract
Free to give a months' notice at any time.
High Quality Leads
The enquirer has initiated contact, so there is a definite need.
Local to Your area
Exclusive for one or more main postcode areas
We only supply to one appointed IFA per area
Build your business faster and receive new referrals
If the occasional mortgage or loan request does come in, you can reject the lead via your own control panel. We operate a fair lead policy and we particularly look to service Pensions & Investment prospects.
Full details of the program including costs, terms etc. will be provided to all applicants.
Join Our Financial Advisor Network
To be eligible to join the LocalFinancialAdvisor Local IFA Network you’ll need to:
Meet the strict qualifications and competence requirements of the Financial Conduct Authority.
Provide a Current Statement of Professional Standing
Be able to offer prompt friendly advice to those that need it
If you match the above criteria, you’ll need to do the following:
Send an email to firstname.lastname@example.org containing a copy of your Statement of Professional Standing together with your full contact details.
Please also advise re the main geographical area or postcodes that you regularly cover.