Access Financial Services is introducing an internal referral initiative, dubbed “Access All Areas”.
The mortgage and protection brokerage has rolled out the scheme to its 260-strong network of self-employed mortgage and protection advisers, enabling them to collaborate by passing on leads to their colleagues when they encounter financial opportunities outside their immediate expertise.
The programme allows advisers to maximise their potential and better serve their clients by leveraging the collective knowledge and skills within the wider Access FS community.
The rollout of the Access All Areas initiative began with a pilot phase in early February, supported by a series of educational webinars. These sessions aimed to broaden advisers' understanding of various financial products, including those they might not typically handle in their day-to-day operations.
During the pilot, 50 leads successfully transferred among advisers including wills, mortgages, protection cases, later life lending, second charges, bridging finance, commercial deals, and international mortgages.
Nick Jones (pictured), mortgage sales and marketing director at Access FS, commented: “The pilot was a huge success, completely exceeding our expectations in terms of participation and results. We had great engagement with protection and mortgage brokers, who embraced the opportunity to collaborate and expand their horizons. Now it’s being rolled out more widely following the overwhelmingly positive feedback from the trial. Our advisers demonstrated a willingness to learn about new products and to share leads. Access All Areas not only strengthens our team but also ensures our clients receive the most comprehensive and tailored financial solutions possible. And it reflects our commitment to innovation and teamwork – and I’m thrilled to see it take off as a cornerstone of our operations moving forward.
“Access FS is disrupting the market and expanding rapidly – a key factor in this success is our commitment to supporting advisers in their development and helping them grow.”
