We're delighted to have launched a simple and easy way for you or your business to build and additional and ongoing income that's based on helping people you know and are connected to.
We measure the quality of our service by the feedback and number of referrals we receive from our clients and so understand the value of a personal introduction.
It is for this reason that we are now working in partnership with a growing number of individual and business introducers for the benefit of all involved.
We provide all the relevant training to be able to identify a need for our services and will set up simple ways to introduce and track interested parties.
These introductions can then generate a significant, additional income on a monthly basis for you or your business.
Do people need what we're offering?
We provide Independent Financial Advice for individuals and business including the following: Mortgages - Insurance & Protection - Savings & Investments - Pensions & Retirement Planning - Wills - Tax Planning Most people will require at least one of the services we provide at some stage in their life, Therefore our services do not need to be 'sold' as such and can rather be 'introduced' easily in a casual, personal and trusted manner.
We offer our clients the opportunity to have their own personal Financial Adviser to ensure they have the plans in place to make the most of their hard earned money while protecting themselves, their families and possibly their business now and in the future.
The majority of our business comes from existing clients recommending us to people they know. We have simply put this into a business model so that individuals and businesses we know can benefit from doing this on a regular basis.
As recommendations can only be given from our qualified independent Financial Advisers, there is no need for any experience or background in financial services.
We have some unique ways that our services can be discussed in a fun and interesting way and will be explained in ongoing training sessions that can be face to face or online.
How can you build an ongoing income?
For the first time ever, we have made it possible for our professional introducers to share in both our initial and ongoing servicing fees. This offers the opportunity to build a passive income stream in line with the potential of your network and your existing commitments.
The following examples could apply for an introduced client:
Pension Transfer, Investment or Assets Under Management (based on £100,000) Initial Introducers Fee - £600 - on completion Annual Introducers Fee - £200 - per year
Insurance and Protection Policy (based on £100 premium per month) Introducers Fee - £10 per month for the length of policy
A client on this basis could therefore generate £920 in the first year and £320 per year from then on.
The following income could be generated with each client being on this basis:
10 clients - £9,200 in year one and £3,200 per year for the remainder of the term 20 clients - £18,400 in year one and £6,400 per year for the remainder of the term 50 clients - £46,000 in year one and £16,000 per year for the remainder of the term 100 clients - £92,000 in year one and £32,000 per for the remainder of the term
There is no time limits so client introductions can grow naturally from month to the next.
IMPORTANT: All figures are approximate, for illustration purposes only and are subject to our official contracts.
How is all this monitored?
After a successful application process (due diligence will be carried out), your details will be added to our systems at Head Office.
Any introduced business will then be assigned to you or your company and a monthly statement will be broken down and made available for tracking purposes.
Contact the person who told you about this for more information.
01622 370688 / 01892 710668 5 Liberty Square, Kings Hill, West Malling, Kent, ME19 4AU email@example.com
Ashmax Associates is a trading name of Ashmax Limited which is an appointed representative of LJ Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.