Broaden Your Horizons

NEWS FROM HLP

Broaden Your Horizons

Shaun Almond

Managing Director

Trusted Referral Options for your Clients We know that it’s a hectic time in the marketplace right now – hurriedly engaging with clients seeking to secure their remortgages and product transfers ahead of repeated interest rate rises, and with a background of ever-increasing regulatory processes to navigate, it can sometimes seem a challenge just completing the bare basics.

Add on top the additional work to ensure that your clients are sufficiently protected, and that you can offer them the variety of services that they’re looking for can represent a significant challenge.

Our trusted partners are here to help At HLPartnership, we are able to offer a range of trusted referral partners onto which you can share your client details and the teams will get in touch and give the assistance required.

• HLProtection helps clients to be fully protected against the things life throws their way – with a range of life insurance, critical illness cover and general insurance options to protect your client’s lifestyles. • HL Wills exists to allow you to offer Wills to your clients, expanding the range of services that your business can offer and giving peace of mind that your clients are in safe hands. • HLP Commercial Solutions facilitates commercial lending, property investment, specialist mortgages and bridging finance for a wide range of scenarios. • HLP Conveyancing allows clients access to an efficient online conveyancing service that enables fast communication and digital document signing to give a slick, fast process.

What’s in it for my firm? By referring your clients to our trusted partners, this allows you time to focus on the areas you do best, and still provide your client with the same high levels of personal service that they’d expect from your firm. Our partners are highly experienced businesses in their own right, with years of knowledge behind each team.

Where applicable, your firm will receive commission payments for each client referred, and we guarantee that there will not be any cross selling of products to your clients after you’ve referred them to our partners.

How can I refer my clients? The process is quick and simple, all that’s required is a name and contact detail, and they’ll do the rest, getting in touch and offering the professional service that you expect.

If you normally provide these services to your clients anyway, but it’s just a busy time, there is the flexibility to just refer some clients to our firms for assistance, and keep other cases to yourself. At the end of the day, you have full ownership of your clients and whether you choose to refer.

Already, over 100 HLP member firms are referring clients to our partners, and we’ve had some great feedback so far. Find out more about what we can do at the below links: