Advise Wise launches new Referral Hub

Advise Wise has announced the launch of a new collection of trusted specialists, Referral Hub.

The later life sourcing platform said its new offering is designed to support advisers when their clients need more than financial guidance.

The Referral Hub is now live and available to all Advise Wise members, offering advisers a catalogue of partners to signpost their clients to services outside of the traditional financial advice remit.

It has launched with the estate planning firm, Later Life Estate Planning (LLEP), offering a signposting opportunity towards specialist lasting power of attorney (LPA) expertise, should a client need it and helping to create holistic retirement planning and deliver best outcomes for consumers and their families.

Under the initiative, advisers can earn a fee each time they refer their client to LLEP for an LPA, offering a mutual benefit for all parties.

The hub also contains additional initiatives aimed at new entrants to the market, with discounted memberships for both the Equity Release Council and the Society of Later Life Advisers.

Senior strategic partnerships manager at Advise Wise, Daniel Edmondson, said: "In later life lending clients often need support that goes beyond the mortgage itself, whether that is legal guidance, care planning, financial advice, or wider later life services. The Referral Hub aims to make that part of the advice journey simpler and more consistent by bringing trusted partners into one place and helping advisers support stronger customer outcomes while also building clearer referral pathways.

"Our focus has always been on supporting advisers with tools that reflect the reality of advice, and the Referral Hub is another practical step towards helping advisers do the right thing for their clients, both now and as their needs change over time."

Founder and chief executive officer at LLEP, Sam Wickham, added: "Later life advice is evolving. The FCA has been clear through Consumer Duty and its wider guidance that good outcomes come from advisers considering a client’s full circumstances, not just the financial product in front of them. That is one of the reasons I established LLEP — to ensure clients have access to the legal protections, such as LPA, that sit alongside financial advice and protect families in the future.

"The Advise Wise Referral Hub is a positive step in making it easier for advisers to connect clients with trusted specialists and deliver more holistic support when it’s needed."



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