Business Information

Please provide below as a percentage of where your business will be derived from
Introducers25
Client Retention25
Client Referrals50
Purchase of Leads0
Other0
If other, please provide details of source
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual Worthington Estate Agents
Will they be referring protection businessNo
Will they be advertising your servicesYes
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.Tom Lynch Mortgages Ltd - current company that will be closing once new one starts.
Please provide details of any other business interests (if N/A, please state)Wyze Home Limited 23/11/2020 - 8/2/2022 - this was a planned side income when employed which didnt go to plan. No income generated and no debts held.
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.0
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