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Professional Referrals

seanhurstseanhurst Member
in Technical stuff

Morning all,

I was wondering if anyone else receives referrals from other IFAs. If you do could you confirm to me how you have outlined your requirements from them and if you have any mechanisms in place for monitoring this?

I work with a number of local IFAs and want to ensure they are sending me complete files to enable me to progress the files quickly.

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Comments

  • Suse1969Suse1969 Member

    We do work with other IFAs where they refer clients to us, but always do our own face to face meeting with the client and our own fact-finding.

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