Sometimes clients need a bit of specialist financial advice, sometimes in an area in which you’re unable to support. That’s where HUB Referral Solutions comes in.
Using our referral service, you can still help these clients by introducing them to a trusted partner. Clients will then be able to get the assistance they need, whether that be with equity release, retirement income planning or defined benefit pension advice schemes.
Your clients will always receive a high-quality service with us. We never forget that they were referred by you and work tirelessly to get them the best possible outcome. You can trust us to look after them.
The benefits to you
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Support a wider range of clients
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Retain ownership of your clients
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Ensure your clients access specialist advice
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Stay informed about your clients’ progress
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Potential to earn introducer fees
Equity Release Advice
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.
Equity Release Advice
Retirement Income Planning
For clients approaching retirement, we discuss the options available and help them find the right retirement income solution.
Retirement Income Planning
Defined Benefit
For clients who need advice on their defined benefit scheme pension, we provide advice for members looking to explore or better understand their options.
Defined Benefit
Need Help with equity release or retirement income?
Call us on 01737 233412, 9am to 8pm, Monday to Friday (excluding bank holidays).
Need help with defined benefit schemes?
Call us on 0800 955 6024, 9am to 5pm, Monday-Friday (excluding bank holidays).
HUB Financial Solutions is part of Just Group, and our sole focus is to find the right financial solutions for people approaching or in retirement. We’re regulated by the Financial Conduct Authority.