Do you want to Retire or Semi-retire?

Broker Retirement Partnership Plan


Q - Are you seeking to retire, but need to hand over your clients to a highly expereienced firm that will look after your client’s needs?

Q - Do you want to earn extra income, whilst doing the things you always planned in retirement?

Q - Would you like to earn each month from renewal income and any new business generated?

Q - Do you have introducers who still require mortgage advice for their clients?

If you answered YES to any of the above and would like to discuss a retirement partnership with a highly experienced team of advisers, then a partnership with Adept may work for you?


What does it mean to your client?:

  • We treat clients as long-term relationships and not just a transaction.

  • The clients will continue to have excellent service.

  • We do all the advice and administration to give them continuity.

What does it mean to you?:

  • Minimal time to hand clients over in a seamless manner.

  • Commission sharing for each case written and paid to you on the same day we receive it.

  • Ability to earn commission for new sales.

  • Ability to earn commission for introducer leads.

  • NO operational COSTS to you.

Creating VALUE from your Portfolio of Clients