Services to professionals
At Roebuck Lifetime, we are committed to ensuring all clients have access to appropriate financial advice when it comes to Lifetime mortgage needs – and that’s irrespective of whether that’s our clients, or clients of other advisers and professional organisations.
It is that commitment that has seen us work with many financial advisers, solicitors and accountants to offer a referral service for Lifetime mortgages.
If you have clients who you feel could benefit from taking out a Lifetime mortgage, but are unable to offer this service yourself, we are happy to work with you to provide a suitable solution. We will set up an introducers agreement and will provide advice to your clients on matters relating to Lifetime Mortgages only. Once we have completed this business, we will simply pass back your client for you to continue to deal with on day to day matters – we offer a no compete guarantee.
If you would like to discuss this opportunity – please get in touch.