Matching client needs to adviser services
FBA.com for Professional Advisers - New Business Opportunities -Â Client Referral Platform
Welcome to FBA.comÂ
â€˜Matching the needs of your clients to a world of skilled professionalsâ€™.
We hostÂ an innovative platform for people like you - financial advisers,Â mortgage advisers, wealth managers, estate agents, lawyers and accountants. Itâ€™s a placeÂ where you can come to refer client cases and pick up new client leads quickly and easily.Â
UsingÂ FBA.com, the simple act of referring a client to an external adviser becomes a revenue-making opportunity as well as adding value to your client service.Â
Real Estate : Residential, Commercial and Agricultural Properties:Â Buy, Sell or To LetÂ
Legal Services: Wills, Trust and Taxation, Company Formation, Directors and Shareholder Agreements, Intellectual Property, Personal Injury & Clinical Negligence
Accountancy Services: Vat and Accounting Returns , Company Formation, HMRC Enquiries , Compliance Services, National Insurance / PAYE
The opportunities are endless
Referral Income -Â Lead Generation -Â Simple Terms -Â Client Retention
- Helps advisers to realign and de-risk their business and seek out new more fitting business opportunities in line with their expertise
- Helps clients to be matched with an appropriate adviser and have confidence their clients are being suitably re-homed.
FBA.com - Matching client needs to adviser services
An online marketplace dedicated solely for client referrals, for platform registration click -Â RegistrationÂ