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Principle
First Partners |
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Useful Guides & Tools |
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About Principle First |
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Opportunities for you - Why choose us?
What we can offer your clients:
Personal clients
Mortgages - remortgage, first time buyers, buy
to let, let to buy, self-cert mortgages, self build mortgages...
Loans - homeowner loans, personal / unsecured loans,
for any purpose, most circumstances accepted...
Insurance - life insurance, life & critical
illness, income protection - ASU & PHI, buildings & contents
insurance...
Investments - investment review, portfolio tracking...
Pensions - pension review, stakeholder pensions,
personal pensions, retirement planning....
Business clients
Group Pension Advice - Experts in setting up and
administrating both employee and employer group pension schemes,
giving all members regular fund updates.
Business Protection - shareholder protection, group
critical illness, group income protection..
What we can offer your business
We don't compete directly with any of our introducers and see our
partnership as a way of extending your range of products and services.
A partnership with us is an opportunity for you to increase client
retention - you may not offer the services they require but providing
them with access to that service will give you the edge over a competitor.
By referring clients to Principle First you will have considerable
earning potential with little effort required on your part. All
introducers are remunerated in the same way and you are remunerated
continually for any business we do with any introduced clients.
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| Introducers
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| Legal | Client
Testimonials |
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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.
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