I have been massively impressed with the wide range of products and services that Creative Broker Solutions offers the intermediary market.
Jason Berry - Industry Consultant
THE LIST OF PRODUCTS AND SERVICES THAT ARE AVAILABLE IN FINANCIAL SERVICES IS ENDLESS!
Creative Broker Solutions aim to give you a one stop shop to many of these areas that you may need from time to time. We have created access to specialist consultancy firms that can assist you in areas such as Business Planning, Sales Strategy, Marketing and Compliance.
For conveyancing work we have partnered with a leading organisation to smoothly process your clients cases whilst you receive an introductory fee.
We can assist you with a file checking facility for your cases as well as a full compliance package including training and competency software.
An award winning Debt Management Company is also on hand to help your clients should they require the assistance of experts.
For more great income generating areas, we have set up a referral scheme for will writing and estate planning that will pay you a competitive commission should you have clients that are looking at these areas.
Due to our vast experience in financial services, you will be pleasantly surprised how we can try to assist you to solve a vast array of problems and make the most of opportunities you may encounter in your business.