Tell us about your firm, and Mike Chan, who runs the Pecunia partnership at Equity & General, will call you back.
Or email mike.chan@eandgfs.com or call 020 8396 0486.
Mike calls you to talk through your firm, your clients and which arrangement suits you.
The commercial terms are agreed with your firm and put in writing in an introducer or partner agreement.
You meet the Equity & General financial planner matched to your firm and agree which clients to start with.
Director of Mortgages & Commercial Finance, Equity & General
Mike heads the Pecunia partnership programme and is the person your firm deals with directly, from the first conversation to how your firm is set up.
The line between mortgage and protection advice and pensions and investment advice, with the client questions that fall either side of it.
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The steps from noticing a client's situation to their first meeting with a planner, with the consent to take and the record to keep.
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What appointed representative firms should check in their network agreement before making introductions to an outside adviser.
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