Development finance is a viable short-term funding option for many types of property projects, from regulated self-builds to the construction of multiple units for profit. The funds of a development loan can be used to purchase and build on previously undeveloped land, to renovate existing properties, or to convert currently uninhabitable buildings (such as disused …
As an adviser or Network Member of Connect, you are automatically enrolled in FIBA membership at no cost. FIBA is a Modern Organisation dedicated to supporting all types of professional finance intermediaries in growing their business and delivering excellent products and services to their clients. More information can be found on their website https://www.fiba.org.uk/ and in this …
During the pandemic, there have been several ‘Virtual’ presentations delivered by the Connect team and the panel of lenders. This course contains the slides and where available, any additional notes and recordings of the events, so you can access the information if you missed the event or would like to refresh your memory. There is …
During the pandemic, there have been several ‘Virtual’ presentations delivered by the Connect team and the panel of protection providers. This course contains the slides and where available, any additional notes and recordings of the events, so you can access the information if you missed the event or would like to refresh your memory. There …
It is a known fact that obtaining new clients is more time consuming and costly than keeping existing clients. However, many advisers focus more of their efforts and budget on obtaining new clients. Adopting a client retention strategy and embedding this into the culture of your business, will help you to gain more repeat business …
The purpose of this course is for you to understand the business solutions that are available in order for you to be able to present the best solution for your self employed clients needs and how to access them. Communicating with your clients on these solutions will help you to build or continue to have …
Back in May 2019, we launched an additional service for our Network Members called ‘Do your own DIP’, allowing you to have more flexibility and greater control in scenarios where a case is urgent or it is more complex than the standard. We have recognised that many of our Network Members would also like the …
THE TITLE IN BOLD This is a description or introduction to the course
Advice Matters is our monthly magazine designed specifically for you. It aims to inform and challenge readers and report on topics and events of interest to professional advisers. The magazine is aimed at advisers in the wealth market as well as protection advisers. If you would like to subscribe to the magazine, you can …
For advisers with Protection permissions, you need to complete a minimum of 15 hours per year of protection CPD. This includes advisers who are active in just buildings and contents protection plans in addition to those providing sales and advice if life and ill-health protection. Use this course to help boost your CPD in this …
