Mortgage Advisers
Whitchurch IFA Ltd was created to offer highly qualified, whole-of-market independent financial advice from a low cost business model. This setup lends itself well to professional introducers as we are able to maintain extremely high standards for our clients whilst offering market-leading introducer rates. The introducer proposition we can offer mortgage advisers is therefore quite unique and highly profitable.
We operate a pure hand-off model under an introducer agreement to minimise introducer liability and we pay a percentage remuneration on ALL accepted business recommendations provided to the client from the introduced meeting, not just on the service for which you refer each client. Importantly, the same agreement sets out our obligation to refer back to you any client advisory needs which you can provide, safeguarding your core business at all times.
Key Services we can provide for your clients
Whole of market protection - was the client looking for a specialist product, or did your panel quotations get undercut? If so, make a referral and an introducer fee rather than let the business go. Your client will be recommended the most suitable solutions from the whole of the market.
Our success, like yours, is dependant on our professional reputation. To protect this we have strict policies and processes in place to both serve our clients and protect their interests.
When Whitchurch IFA was founded we created a document detailing the core principles, policies and processes we would abide by and this was submitted to the FSA with our application for authorisation. This document protects our clients and creates a template by which our professional and technical success can be judged by our regulator. We invite you to examine it by clicking here.
Data protection and IT security is a high priority and we retain high IT proficiency skills to ensure these areas are never compromised. Our data protection and IT security policy can be found by clicking here.
Service to RDR and beyond
Next Steps
If you'd like to talk about this proposition, do feel free to contact us.
| Telephone: | 02920 009 479 |
| email: | enquiries@whitchurchifa.co.uk |
Or you can message us from this website by clicking here.
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Private Limited Company Registered in England and Wales number 7859123
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Proud supporters of the Noah's Ark Appeal - official charity of the Children's Hospital for Wales.
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To learn about our data protection, confidentiality and IT security policies click here.
The content of this website is intended for private individuals and introducers in the United Kingdom only. It is intended to provide generic information only and constitutes neither financial advice nor an offer to provide financial advice. We strongly recommend that all parties seek professional financial advice before taking out, funding, amending, crystalising, taking income from or cancelling any financial policy, product, instrument, contract or commitment. If you would like to seek advice on any of the aspects mentioned on this website from us please click here to contact us.
If you wish to register a complaint, please write to us at 70 The Philog, Cardiff CF14 1EB or telephone 02920009479. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
Whitchurch IFA Ltd is not responsible for the content of external websites linked from this site.
