REFERRAL OPPORTUNITIES

REFERRAL OPPORTUNITIES

Unlocking the full potential of your client relationships is at the heart of our collective growth as well as providing your client with the very best service. Being part of the JLM network, you’ll have access to a full range of referral opportunities.

• Inhouse Equity Release firm for later life lending clients. 
• Inhouse Master Broker firm for Specialist Lending cases.
• Inhouse Specialist Protection team for complex/comprehensive life and protection advice. 
• Group IFA firm for pension and investment planning. 
• External Will & Estate Planning firm for Wills, Trusts, LPA’s and business and succession planning. 

DEVELOPMENT & GROWTH

JLM Network can support your business aspirations and growth, by providing access to a broad range of business services.

• Mortgage and protection administration services
• Recruitment Support
• Marketing Materials
• Social Media Management Services
• Business Consultancy Services
• Accountancy & Bookkeeping Services
• Payroll & HR Services
• Access to Branding and Website Services
• AR branded wealth business

JLM Wealth

JLM Wealth provides independent, high-quality financial advice tailored to each client’s unique needs. They support clients through every life stage, from setting up pensions to estate planning, with a professional and approachable service.

Charlie Puffin Group

Charlie Puffin Group is a UK-wide business support service, offering end-to-end solutions for every aspect of business needs. They work directly with companies to drive growth, solve challenges, and help clients reach their goals—all in one place.