Bankhall is always looking for innovative ways to generate income for our firms and also extend the selection of services they can offer to their clients. Our aim is to put you at the centre of the clients’ advice needs; whether it is around financial or legal issues.
Referral Services
Bankhall Gateway is a specialist referral service for areas of advice that you may not deal with on a day to day basis. It is designed to act as a partner for your firm that can create an extension to the service that you provide to your clients. Gateway enables you to meet your clients' requirements for specialist advice without taking on any additional qualifications, liability or administrative duties.
Services include:
- Pension transfers and switches
- Retirement options, including drawdown and phased drawdown
- Equity release
- Long term care
Legal Services
Sesame Bankhall Group has teamed up with four of the UK’s leading law firms to launch an online conveyancing service for mortgage advisers. We have selected a panel law firms consisting of some of the top conveyancing firms in the UK who Advisers can recommend to their clients safe in the knowledge that these firms are leaders in their fields and have had to meet stringent due diligence criteria to obtain and retain a panel place.
What’s in it for the adviser?
- You can get up to £200 per completed property sale or purchase transaction (up to £100 for remortgage transactions)
- If your firm makes 250 conveyancing referrals the firm will receive an IPAD
- You don’t need extra qualifications to earn these extra fees
- Your client will get a dedicated case handler and you and the client can track the case online or by sms, text or email.
- You can also track all your adviser’s or firm’s referrals.