Become an Introducer with MCB
Do you regularly come across people who could benefit from trusted financial advice? By becoming an introducer with MCB Financial Services, you can help them get the support they need and earn remuneration for every successful referral.
We’ll set you up as a recognised referral partner, making it simple for you to introduce clients with confidence. From there, we’ll keep you updated throughout the process, ensuring you always know how things are progressing.
Why Partner with MCB?
- Proven experience – Established in 2003, MCB has built a strong reputation through award-winning customer service and long-term client relationships.
- Trusted process – Every referral is handled professionally, efficiently, and with care to ensure the best outcome for your client.
- Broad expertise – We go beyond mortgages, offering advice on lifetime mortgages, wills, commercial finance, personal and business insurance, and more.
- No cross-sale guarantee – If you already work in finance but don’t cover certain areas (such as lifetime mortgages), we promise not to cross-sell to your clients.
When to Make a Referral
The sooner the better. Encouraging your clients or contacts to seek advice early means they’ll know all their options before making a decision elsewhere and ensures you benefit from the introduction.
In reality, any time someone is looking for financial help, it could be worth a no-obligation chat with us. From mortgages and protection to commercial finance or wills, we’ll work with you to find the right solution.
Join Us as a Referral Partner
At MCB, our introducers are an important part of our growth. We’ll work with you to maximise opportunities while making sure your referrals are treated with the same care and attention we give every client.
Ready to get started? Contact us today to discuss becoming an introducer and start building a rewarding partnership with MCB Financial Services.