Gateway Specialist Advice Services
There will be many occasions where you identify a potential need for advice in a business area that is not core to your business. To enable you to take advantage of additional revenue streams outside of your day-to-day activities, PMS has teamed up with Gateway Specialist Advice Services, to provide you with an easy way of referring business whilst taking a share of any income generated.
Who are Gateway?
Gateway provide a specialist advice service for the dedicated use of PMS, Sesame and Bankhall advisers. This exclusivity means that as a PMS customer you can be assured of a high level of personal service you may not receive elsewhere.
Gateway's Specialism's
Gateway focus upon providing specialist advice in the following areas:
- Pension Transfers
- Retirement Options (including Drawdown & Annuities)
- Long Term Care planning
- Equity Release
Gateway's Promises
- A Whole of Market Service
- A no cross sell guarantee
- A simple referral process
- A dedicated point of contact whilst your case is processed
- All compliance responsibilities rest with Gateway
- To keep you and your client fully informed during every step of the process
Only quality advice:
- All products used are Sesame Research approved (Sesame Research approves products for the UK's leading network of financial advisers)
- As an Appointed Representative of Sesame, Gateway fully complies with all compliance and regulatory responsibilities
- For Equity Release business, Gateway primarily recommend SHIP (Safe Home Income Plan) registered providers
Working together
Gateway's ethos is to work in partnership with you and your client to deliver the same level of service and professionalism that you provide every day.
How much can you earn?
Gateway work on a commission fee sharing model, click here to find out more.
How does it work?
Gateway's process starts by talking with you to understand your clients' needs. They will send you a basic referral pack to complete and then will see the case through to completion. Gateway will do all the research, produce the recommendation and do all the chasing.
Get in touch
To refer a case, or just have a chat about how Gateway can help your business, call them on 0845 045 0295.