| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 50 |
| Client Retention | 30 |
| Client Referrals | 20 |
| Purchase of Leads | 0 |
| Other | 0 |
| 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 | Severn Estate Agent, Haydens Estate Agent, Waversmere Homes, Lee Cooke Personal Estate Agent |
| Will they be referring protection business | No |
| Will they be advertising your services | Yes |
| 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. | Ferrier Finance LTD - Incorporated in March 2018. Dissolved Dec 2024. This was set up for when I was a self employed broker in April 201-2019. Then my husband Mike Ferrier took over the business as a director however I was still a share holder in the business. No debt in the business. Dec 2024 this business was renamed to Preeti Ferrier Mortgage Consultancy Limited. |
| Please provide details of any other business interests (if N/A, please state) | Preeti Ferrier Mortgage Consultancy Limited will still continue to trade. I am the sole director of this business. |
| 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. | 25000 |