Tag Result: client referral
Just Mortgages’ referral portal surpasses 750 referrals since launch
Just Mortgages and Just Wealth’s referral portal has referred over 750 clients for wider...
Advisers working hand-in-hand with automated insurance referral technology – Bagley
We’ve seen insurance referrals increase more than 34 per cent in 2023 that has gone beyo...
Exclusive: Key enhances advice proposition with affordability tool
Equity release adviser Key has enhanced its advice process to put a greater focus on perso...
Just Wealth strengthens referral relationship with Just Mortgages
Just Wealth has built on its referral partnership with Just Mortgages to include support w...
John Charcol enters referral partnership with Propp
John Charcol has teamed up with property finance comparison website Propp.io to give its c...
Broker-arranged loans for small business hit £45bn in 2022
The total amount of lending to small businesses via brokers jumped 10 per cent year-on-yea...
Hampden and Co CEO: ‘We’re keen to meet with mortgage brokers’
Graeme Hartop, CEO of Hampden and Co, has said the private bank is open to engaging more w...