Business Information

Please provide below as a percentage of where your business will be derived from
Introducers0
Client Retention35
Client Referrals35
Purchase of Leads30
Other (please provide details of source)0
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual
Will they be referring protection business
Will they be advertising your services
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.Director at Direct Mortgage Solutions. We were initially going to become an AR of Clever Financial Solutions so we set up the business and registered on companies house, but ended up just becoming a trading style of Clever Financial Solutions instead. There is no debt on this whatsoever
Please provide details of any other business interests (if N/A, please state)N/A
An unhandled error has occurred. Reload 🗙