ConferenceMembershipPartner NewsSupporting Your Clients with Their Financial Advice Needs

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Skipton Building Society are delighted to be attending The Society of Will Writers Annual Conference this October.

We’ll be there to tell you more about how we can support your clients with their financial advice needs and the benefits of becoming a Financial Advice Introducer.

What is a Financial Advice Introducer?

Working alongside Skipton Building Society as an introducer gives you the opportunity to generate income, by referring your clients to us for financial advice. If you think they might benefit from advice because they’re interested in saving for retirement, investing for their future or protecting their inheritance – please get in touch.

The benefits of becoming a Financial Advice Introducer:
  • Deepen your client relationships to support retention.
  • Widen your client offering with this additional service.
  • Receive an additional income stream (25% of the initial client fee, max initial client fee is £11,250).
  • Work alongside a trusted high street building society – as a mutual, we’re owned by our members not shareholders.
  • We offer a high quality customer service so you can be sure your clients will receive the support they need.

We’re already helping a diverse range of introducers. The types of Financial Advice Introducers we work with are typically looking to build their own client offering and increase their business revenue. These types of clients typically have over £20,000 to invest, and / or £50,000 in pensions, and therefore may benefit from having a financial advice review with us.

Advice at Skipton

We offer a no pressure promise and only charge a fee if a client decides to go ahead with our expert’s recommendations. So, you can be assured we have your client’s best interest at heart.

We’ll be exhibiting at the conference, so please come and say hello! In the meantime, if you would like to know more visit our website and get in touch.

 

Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire BD23 1DN

 

The Society of Will Writers

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About The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

Contact Us

The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ

Tel: 01522 687888
Fax: 01522 694666
E-mail: [email protected]

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Registered in England and Wales. Company Number: 02918900.

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