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Principle First Partners

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Frequently Asked Questions

1. What is a Principle First partner?
A partner is someone who refers clients to Principle First for the products and services we offer, such as mortgages and investments. In return they receive revenue for any business introduced.

2. How do I become a partner?
All you have to do is complete our online registration form or print off the application form (download it here). Once registered, you will be allocated a unique URL which will allow you to submit client referral details via our website.

3. Is the Principle First partner scheme open to anyone?
Everyone is welcome to join us as a partner, however we do reserve the right to refuse any application at our discretion.

4. How much does it cost to become a Principle First partner?
It will cost you absolutely nothing to become one of our partners.

5. How long before I can start referring clients?
As soon as you have applied and been accepted as a partner, and you have been given your unique company URL, you can begin referring clients to us.

6. How will you know if the referrals you receive are from my company?
When your registration is completed, you will have a unique URL assigned to you which will contain a form for you to input client details. As each company has their own individual form and URL we can track any referrals that come from you.

7. When am I paid?
A monthly statement will be issued to you on the 20th of every month. Payment will be issued within 14 days of the invoice being received.

8. What support is provided for Principle First partners?
You can contact us anytime if you have any queries on 02871 273030 or email roisin@principlefirst.co.uk.

 
 


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Chartered Financial Planners
- Principle First Financial Services are one of the few Independent Financial Advisers to achieve Chartered Status in the UK - a reflection of our professionalism and dedication to providing the highest level of customer service and financial planning, including wealth management and inheritance tax planning.

Principle First Financial Services is a trading style of GMF Marketing Services Ltd. which is authorised and regulated by the Financial Services Authority. Principle First Financial Services is entered on the Financial Services Authority's register under reference number 409667.
Principle First - Chartered Financial Planners