How Do We Benefit Our Partners?

How We Benefit You

You’ve read all about what we offer to your clients, but what about the benefits for our partners?

Learn more below about why IQEP is a smart decision for you & your business.

Free Will service adding increased customer value or Fee based creating revenue split. Bespoke tariff.
Ongoing value perceived by the client.
Market advantage with Mortgage market rivals.
Early warning of client change of circumstances.
Business retention.
Protection advice provided if required.
Passive revenue stream.

We create additional revenue for our Partners from our fees and services provided to our Partners’ referred clients.

We explain to your client what a Trust is and how a Trust operates adding value to your services.

We explain and understand how and why a Will is constructed, each adviser understands the laws of intestacy and the relevance to your client.

We describe the use of Trusts within a Will and how it can support mortgage advice previously given.