About Us

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FBA.com is a commercial membership organisation that helps Professional Advisers to refer cases and re-home clients they can no longer service

We are constantly updating the site to help both clients and advisors to achieve their objectives.

The Financial Conduct Authority introduced the Retail Distribution Review in January 2013 to ensure investors have access to sound financial advice.

These changes have caused a major reorganisation of the advisory market. Many advisers are choosing to specialise in a single market area. e.g. Mortgages, pensions, investments and some are considering this a good opportunity to retire from the profession altogether.

Therefore, clients may need to find a new adviser to look after their assets. Our objective is to provide the tools to help re-home clients that can no longer be serviced and find new ones that can be.

Our services are aimed at :

  • Financial Services
  • Real Estate 
  • Legal Services
  • Accountancy Services

Cross Over Client Examples:

Mortgage Scenario for Self Employed: Mortgage Finance (Financial Services) - House Purchase (Real Estate) - Conveyance (Legal Services) - Book Keeping (Accountancy)

Investment Clients : Client Asset Allocation - Investment Advice (Financial Services) - Trusts (Financial / Legal Services) - Capital Gains Tax - Accounting Returns (Accountancy)

KEY BENEFITS : Referral Income - Lead Generation - Simple Terms - Client Retention

  • Managing and Maintaining on going client relationships
  • Assisting to realign and de-risk their business
  • Helping clients to be matched with an appropriate adviser creating opportunities to capitalise on clients they can no longer service