Access Financial Services (FS) is launching an “innovative internal referral initiative” that allows brokers in its network to pass on leads to each other if they are outside their “immediate expertise”.
Access FS said the referral scheme aims to “foster a collaborative environment where advisers can maximise their potential and better serve their clients by leveraging the collective knowledge and skills within the wider Access FS community”.
The scheme, called Access All Areas, had a pilot phase in early February and was supported by educational webinars that looked to widen broker understanding of various financial products.
Access FS said the pilot was a “resounding success”, with 50 leads transferred among advisers during the period.
The referrals included cases for wills, mortgages, protection cases, later life lending, second charges, bridging finance, commercial deals, and international mortgages.
Nick Jones, mortgage sales and marketing director at Access FS, said: “The pilot was a huge success, completely exceeding our expectations in terms of participation and results. We had great engagement with protection and mortgage brokers, who embraced the opportunity to collaborate and expand their horizons.
Going digital
Sponsored by Halifax Intermediaries
“Now it’s being rolled out more widely following the overwhelmingly positive feedback from the trial. Our advisers demonstrated a willingness to learn about new products and to share leads. Access All Areas not only strengthens our team but also ensures our clients receive the most comprehensive and tailored financial solutions possible.
“It reflects our commitment to innovation and teamwork – and I’m thrilled to see it take off as a cornerstone of our operations moving forward. Access FS is disrupting the market and expanding rapidly – a key factor in this success is our commitment to supporting advisers in their development and helping them grow.”
Earlier this year, the firm announced it had joined the Equity Release Council.
