Become an official referral partner
Earn more by being more for your clients
Our partner referral programme offers an industry-beating revenue share and a proven handover to help fully protect your clients' future.
Why Financial Advisors and Mortgage Providers choose us
Better returns: receive 20% higher referral profit than industry average and a higher sales rate through well-thought-out, seamless handover
Barrister-level service: we provide legally sound, professional drafting
Track record: we've worked with firms such as Skipton and Connells Group
Flexible and non-exclusive: no tie ins or time commitment
Fast fee-share: revenue split at source and paid directly to your account
Transparency: try our referral calculator before speaking to us
"easy process with good fast rewards. I can highly recommend Barnsgate Law if you’re thinking of becoming a referral partner"
— Simon, Cambridge Finance Ltd
Projected earnings:
How is this calculated?
Our approach yields a high percentage of satisfied customers and sales from every referral made. These projected earnings are based on up-to-date1 sales data of estate planning services, combined with our industry-leading referral rate, providing an accurate estimate of what partners can typically earn.
Why it works for your customer
Our programme has been designed by experts at the forefront of the financial services and estate planning professions, where we have decades of first-hand experience in seeing what works for not just referrers, but their customers too.
Better customer relationships: carefully crafted to balance better returns for the referrer, with an improvement in overall customer satisfaction.
360º protection: your customers can be sure their estate planning also achieves the desired result of any financial products they already have.
The right product for unique circumstances: we never upsell unnecessary services, and every product we sell is bespoke, fully complementing what’s already in place.
Best-in-class drafting: clients benefit from Barrister-level expertise, giving them confidence in the quality of their planning.
Lifetime check-ins: everyone can be enrolled for our lifetime check-in service should you wish. As a minimum we check-in every 12 months to ensure anything we've created is still doing its job based on current circumstances and wishes.
How it works for all
1. Easily refer clients
We build a seamless handover process with you, requiring little-to-no effort to set up and operate. We can even act as your brand should you wish, for a truly seamless service.
2. We do all the work
We handle everything in-house. Our Barrister-level specialists guide your client through a simple process to ascertain exactly what their situation requires, and nothing more.
3. Earn more from happy clients
Earn an industry-beating percentage of any sales we make for estate planning products. All products will complement what you already have provided and our service guarantee ensures every customer is comfortable at all times. Why not calculate your earnings: try our referral calculator to see what you would earn.
Payments provided by Stripe
We are part of the Best Foundation