You can list up to four special offers to encourage more potential clients to click on your listing and get in touch. These are:
- A free mortgage review
- A free financial health check (+ £50 off advice)
- A free pension check (+ £50 off advice)
- A free investments check (+ £50 off advice)
For every type of offer you agree to provide, you can display the appropriate badge on your profile. This helps your listing to stand out in search results and on third party websites, and can boost the number of enquiries you receive.
What does each special offer involve?
When you agree to offer a free review or financial check-up, the exact scope of this is left to your own discretion. It should however offer more than you would provide at an ordinary free initial meeting, and the client should feel they have obtained some value or useful knowledge from it.
For example, a free mortgage review might look at a person’s current deal and circumstances, and suggest broad alternative ways to secure a better long-term arrangement (without recommending specific products).
Similarly, a free financial health check might include a basic fact-find, a look at the client’s current savings, investments and protection arrangements, and identify key risks and opportunities for their financial situation.
All special offers except the mortgage review should include a £50 discount on the fee for any subsequent advice.