Do your clients sometimes need specialist financial advice or guidance in an area where you're unable to provide support? If so, HUB Referral Solutions can help.
Provided by HUB Financial Solutions, the service allows you to refer your clients to a trusted partner who can provide the assistance they need – whether that’s equity release advice, care funding advice or retirement income planning.
When you refer a client to us you can be confident that they'll receive high quality advice or guidance. The support we'll give them carries no obligation, and they'll only pay a fee if they choose to buy a product. You can trust us to look after them.
Support a wider range of clients
Earn introducer fees
Retain ownership of your client relationships
Stay informed about the progress of your client's case
Our brochure is designed to help you explain the service to your clients.
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We're here 9am to 8pm
Monday to Friday.
For clients approaching retirement, we discuss the options available and help them find the right retirement income solution. We are able to source annuities from the whole of the open market.
For clients who want to access some of the equity in their home, we take time to understand their objectives and recommend the best product to meet their needs.
For clients who want to reduce the uncertainty around paying for long term care, we help them and their families cut through the confusion and recommend the best care funding solution.
HUB Financial Solutions are part of the Just Group plc
We were established in 2006
We are solely focused on finding the right financial solutions for people approaching and in retirement
So far, we've given advice and guidance to over 120,000 clients
We are regulated by the Financial Conduct Authority
