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Our partnership promises

We will...
1

Treat your clients fairly

  • We always have your client’s best interests at heart
 
  • We listen to their needs to ensure we can deliver the best outcome
 
  • We stay fully abreast of the rapidly changing equity release market to deliver a premier level of advice
2

Respect you and your business

  • We value every referral you give us and never forget whose client this is
 
  • We will never cross-sell or up-sell to your clients
 
  • We will pay you promptly on every completed case
3

Go the extra mile

  • We make life as easy as possible for you and keep you informed throughout the process
 
  • We share our expertise with professionalism, and without being arrogant or unapproachable
 
  • We assume all compliance risk because we’re confident in what we do
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