View more on these topics directors launch referral service

The directors of financial advice portal have launched a referrals and compliance portal for advisers.

Ashley Clark and Joanne Roberts say the portal, Advisers United, will allow IFAs to outsource advice work, including specialist areas such as pensions transfers, equity release, care fees planning and expatriate advice.

Clark says: “The adviser does the fact-find and refers clients to us, administration is done by us, research and advice liability is taken by us and suitability reports are written by chartered financial planners.

“The compliance is done by us, fees or commissions are shared usually up to 50 per cent with the referring adviser and then the client is returned to the adviser for ongoing services or ring fenced with a no cross-marketing guarantee.”


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