Working with you

Referring your Client

We at Joshua Jacob work hard to ensure we keep you informed throughout the whole process of your referral.

Our simple, four-step referral process:

Stage 1

Navigate to our online referral form and submit the relevant details.

Stage 2

A no-obligation appointment is made with your client.

Stage 3

After our comprehensive research, a recommendation is given to your client and they decide to proceed and submit their application.

Stage 4

Your client’s funds are released, and you receive your fee from us.

Supporting your Business

  • Healthy remunerations to our valued Introducers – contact us for further information
  • Help and support in identifying clients who may benefit from Equity Release
  • Marketing material
  • The latest news and updates with regard to market changes
  • Comprehensive Professional Indemnity
  • No cross-selling