Financial Advisor Zone

What if my client wants to talk to you about another service such as life assurance or a mortgage?

Our introducer agreement is legally binding and we will only talk to them about medical insurance related products. If they require advice outside of a medical insurance related product, we will let you know straight away, so you can contact them.

By [email protected]|2022-06-14T19:16:27+00:00May 31, 2022|ifa-faq|Comments Off

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Citrus Healthcare Consulting Ltd is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Trusts and Employee Benefit advice is not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
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Financial Advisor Zone

What if my client wants to talk to you about another service such as life assurance or a mortgage?

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About the Author: [email protected]