Earn Referral Fees
Receive competitive referral fees for every client you introduce who proceeds with regulated advice. Transparent payment schedule, no hidden deductions.
Join As Introducer
Collaborate With Businesses To Support Their Clients
As an Introducer, you partner with Access Financial to refer clients who need financial advice — earning a referral fee for every successful introduction, with zero regulatory burden on you.
No financial qualifications required. Simply refer clients and we'll handle the rest, compliantly and professionally.
Get Started TodayAn Introducer is any individual or business that refers potential clients to Access Financial Services. You don't need an FCA licence or financial qualifications — you simply make the introduction and we take care of the regulated advice.
This is ideal for accountants, solicitors, estate agents, mortgage brokers, HR professionals, and anyone with a client base who could benefit from quality financial planning.
Become an IntroducerKey Benefits
Why Become an Introducer?
Trusted Advice for Clients
Your clients receive professional, unbiased financial advice from qualified advisers, protecting your professional reputation.
Zero Regulatory Risk
All regulated activity is carried out by our authorised advisers. You simply make the introduction, no FCA authorisation needed on your part.
Free Training & Guides
We provide complimentary training on how to identify and refer suitable clients including compliant introduction scripts and materials.
How It Works
Four Simple Steps To Start Earning
01Register Online
Complete our simple online Introducer registration form. We'll verify your details and set up your partner account within 48 hours.
02Sign the Agreement
Review and sign your Introducer Agreement digitally. Our team will walk you through the key terms and answer any questions.
03Make an Introduction
Identify a client with a financial need and make a compliant introduction via our portal, phone, or email. We'll take it from there.
04Receive Your Fee
Once the client proceeds with advice, your referral fee is processed and paid within 30 days — directly to your business account.
Thanks Obinna for such a thorough…
Thanks Obinna for such a thorough service. You took your time and patiently explained life insurance to me. Great service!
It was very thorough and patiently…
It was very thorough and patiently session. Ensured I understand everything and he answered every question I had and reassured me and gave me a good for thou…
Professional
Nice speaking with him. Very professional in his advice and patient in answering all questions. He deserve a 6 star not just 5.
5* Mortgage Broker
True to her name Madiha is truly praiseworth. She walked through the entire process of getting a mortgage offer concisely and thoroughly. We are super happy…
Excellent Service, 100% recommend
Madiha was absolutely amazing when it came to sorting out our mortgage and talking us through the process she is extremely knowledgeable. As first time buyer…
Andrew Latto was great
Andrew Latto was great throughout our remortgage process. Very responsive and patient despite an unforeseen issue our end. Would highly recommend.
Explained each steps
Explained each steps, explored various options.
Our Mortgage Experience
Our experience from the start to the end was a top notch with Mr Gbenga Peter Olubayo. Every tiny detail was simplified and made very easy for us. He sends r…
The mortgage broker is really truthful
The mortgage broker is really truthful, honest, patient, and really amazing. She has been very professional, yet empathetic all the way.
I recently took out a protection…
I recently took out a protection policy through Access Financial Services from an Advisor Shahid, and I couldn't be happier with the experience. The advisor…
Trusted By 300+ Advisers And Growing
Access Financial Services exists to take you there. We're more than a finance provider; we're a trusted guide, delivering smart advice, personalized solutions, and the clarity needed to move forward with confidence. With Access, financial security isn't imagined—it's achieved.
Whole-of-market advice with a personal touch. Our team helped me find the right mortgage deal without the jargon — highly recommended.
From protection to commercial lending, Access guided us every step of the way. Professional, transparent, and always available.
Register As An Introducer
Fill in your details below and one of our Partnership Managers will be in touch within one business day.
