Initial Enquiry Form

Please completete this form so that we can learn a little about you and your business. This will help us to understand the support you will require.

About You
Your Business
Business Source
Priorities & Preferences

About You

In order for us to understand a little more about you, please complete the following business fact-find. Every business is unique and we are able to tailor our value adding services and fees accordingly. Also, understand the support you will be looking for helps us to ensure that we are the best network choice for you.

Title

Forenames (ALL)

Surname

Contact Number

Email

Best time to contact

Your Business

Please answer the following questions

My business

How many people within your business?

Your current status

How are you authorised?

Annual Commision Generated

Mortgage Funds Completed

Annual Premium Income

Where your business comes from...

Please tell us about your business source.

Where are you based?

Where do you carry out your business?

What is important to you about your mortgage network.

We offer exceptional support to all of our members. However, some require more than others and some do not want any at all. We control our quality by making sure that everyone enjoys our robust compliance support.

Compliance Support

5

Low Fees

0

Training Support

0

Marketing Support

0

Competitive Product Pricing

0

Additional Information

Is there anything you would like to add?

Small Print

This website is designed to make working with the Finance Planning Group easy. It is not designed for consumer use and does not offer regulated advice.

The Finance Planning Group Ltd. is authorised and regulated by the Financial Conduct Authority.

Copyright ©2021 The Finance Planning Group Ltd.

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