| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 40 |
| Client Referrals | 20 |
| Purchase of Leads | 0 |
| Other | 40 |
| If other, please provide details of source | Estate agents - I have set out a blueprint/business plan that has already been shown to work with "Willow Brook Mortgages" with Charlie. This includes taking on estate agents once I have changed network. In the last 2-3 years, my leads have been google ads, social media posting and client referrals. I do not have specific estate agents yet but this will be a lead source going forwards as a result of looking to expand growth and lead generation. |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | |
| Will they be referring protection business | No |
| Will they be advertising your services | No |
| Please provide details of ALL companies where you have been a director, company secretary or shareholder.
If the company has dissolved, please provide full details including the reason for dissolution and if there was any debt as a result of this. If N/A, please state. | Turnstone Mortgages Ltd, already provided details.
Also was a director of a small clothing brand "Prevail Golf Ltd", I was a passive owner in this and did not partake in business activity. This business was closed down in 2022. I had a 33% share in that company. Company did not begin trading or selling before being dissolved as nobody in the ownership had any time to do the work. |
| Please provide details of any other business interests (if N/A, please state) | Turnstone Mortgages gets 100% of my attention. |
| Please indicate how much income you expect to generate over the first 12 months (after becoming an Appointed Representative), that is derived from non-regulated, non-financial services activities. | |