Financial Services Referrals
Refer a Friend, Family Member or Business Contact
At Read Maurice, we understand that finding the right financial advice can make a significant difference to a person’s future. That’s why we have partnered with trusted financial professionals who provide expert guidance on a wide range of financial matters.
If you know someone who could benefit from professional financial advice, we’d be delighted to introduce them to our trusted referral partners.
Financial Services Available
Our referral partners can assist with:
- Mortgages and remortgages
- Buy-to-let finance
- Life insurance and protection
- Income protection
- Critical illness cover
- Pension planning
- Investment advice
- Retirement planning
- Business protection
- Wealth management
Why Use a Professional Financial Adviser?
A qualified financial adviser can help individuals and businesses:
- Make informed financial decisions
- Protect their family and assets
- Plan for retirement
- Build and preserve wealth
- Access suitable mortgage products
- Review existing financial arrangements
How the Referral Process Works
- Complete the referral form below.
- We will pass your details to one of our trusted financial partners.
- The adviser will contact you directly to arrange an initial consultation.
- There is no obligation to proceed with any recommendations provided.
Disclaimer
Get advice today
If you or you know someone who would benefit from professional financial advice, please complete the form below and a member of our team will be in touch.
DISCLAIMER
A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.
Our panel will have standard fees for mortgages at £395 and this is paid when the mortgage is offered. They charge a fee of £295 for First-Time Buyers.
Other fees may apply depending on the complexity of the work involved or loan amount. The maximum fee they charge is £795.
Upon completion of the transaction Read Maurice may receive a fee directly from our panel. You are not required to use anyone introduced to you during your transaction. and this referral service is offered without obligation.