Access Financial Services has launched ‘Access All Areas,’ a referral scheme for its network of 260 self-employed mortgage and protection advisers.
This initiative allows advisers to share leads on diverse financial opportunities beyond their expertise with their colleagues.
The programme was trialled in February, supported by educational webinars to help advisers understand unfamiliar financial products.
The pilot facilitated the transfer of 50 leads, covering a range of services such as wills, mortgages, protection cases, later life lending, second charges, bridging finance, commercial deals, and international mortgages.
Nick Jones (pictured), mortgage sales and marketing director at Access FS, said: “The pilot was a huge success, completely exceeding our expectations in terms of participation and results.
“We had great engagement with protection and mortgage brokers, who embraced the opportunity to collaborate and expand their horizons.
“Now it’s being rolled out more widely following the overwhelmingly positive feedback from the trial.”
Jones added: “Our advisers demonstrated a willingness to learn about new products and to share leads.
“Access All Areas not only strengthens our team but also ensures our clients receive the most comprehensive and tailored financial solutions possible.
“And it reflects our commitment to innovation and teamwork – and I’m thrilled to see it take off as a cornerstone of our operations moving forward.”
He said: “Access FS is disrupting the market and expanding rapidly – a key factor in this success is our commitment to supporting advisers in their development and helping them grow.”
