One thing you can be certain of is that your client will be receiving a five star service. From the moment you submit a referral our team contact your client and hold their hand at every stage of the buying process.

Our experts use plain English to explain the features and options of each product and give your client the knowledge to make an informed choice.

Your client will receive:

• Friendly, straightforward advice from qualified & experienced advisers - either by phone or face to face, whichever your client prefers
• A customer driven panel of selected providers that covers all customer needs
• A customer process with TCF at its Heart

The specialist adviser will go through a full fact find with your client in order to provide the most appropriate advice, including a Fintal analysis, which will show entitlements to state benefits, as well as inheritance tax implications. It is important that your client is comfortable with their decision and so we encourage them to consult with family and lawyers.

The advice given is tailored to the individual and, if we believe that equity release is not the right choice, we will tell them. Customer service is important which is why we ask all our clients to participate in a “Treating Customers Fairly” (TCF) survey. Latest results show that JRS have a 98% satisfaction level.

Useful Links Submit a referral form   
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Download our "Introducer Agreement" (login required)