07851 717070
Falcon Legacy Planning
Affiliate Referral Programme
“Grow Your Income While Adding Value to Your Clients.”
Falcon Legacy Planning Affiliate Referral Programme
Help your clients protect their wishes, their family and their legacy while creating an additional income stream for your business.
Whether you're an estate agent, mortgage broker, financial adviser or accountant, our referral programme rewards trusted introductions and ensures your clients receive clear, professional estate planning advice from experienced specialists.
Together, we can help more families put the right protections in place for the future.
AFFILIATE REFERRAL PROGRAMME
Partner with Falcon Legacy Planning
Many clients who are buying a property, arranging a mortgage, managing investments, planning retirement or reviewing their finances have never considered the importance of a Will, Lasting Power of Attorney or Trust.
The Falcon Legacy Planning Affiliate Programme allows trusted professionals to introduce clients to our legacy planning advice and receive a referral payment when clients proceed with our services.
It's a simple way to provide additional value, strengthen client relationships and generate an additional revenue stream for your business.
Referral Payment Structure
Referral fees are only payable once the client has fully completed their instructions and payment has been received by Falcon Legacy Planning.
Typical Client Triggers
Affiliates frequently identify clients who:
- Have recently purchased a home
- Are arranging a mortgage
- Have young children
- Are getting married
- Have been divorced
- Are nearing retirement
- Own investment properties
- Run a business
- Have elderly parents
- Have no Will or LPA in place
Who Can Join?
We welcome referrals from:
- Estate Agents
- Mortgage Brokers
- Financial Advisers
- Insurance Brokers
- Accountants
- Independent Wealth Managers
- Retirement Planning Specialists
- Care Fee Advisers
- Employee Benefits Consultants
Why Partner with Falcon Legacy Planning?
Enhance Your Client Offering
Help your clients protect their family, assets and wishes through professional estate planning advice.
Earn Additional Revenue
Receive a referral payment for business successfully completed.
Protect Your Reputation
We provide a professional, client-focused service that reflects positively on your recommendation.
Transparent Process
You'll know exactly when your referred client engages with us and when a referral payment becomes due.
No Cost to Join
There are no membership fees or ongoing commitments.
How It Works
Step 1
Introduce your client using our secure online referral form or by email.
Step 2
Falcon Legacy Planning contacts the client directly and provides a free consultation.
Step 3
We recommend the appropriate Will, LPA or Trust solution tailored to their circumstances.
Step 4
When the client proceeds and payment is received, your referral commission is approved.
Step 5
Payments are made monthly alongside a referral statement.
Contact us
Telephone: 07851 717070
E-mail: sarah@falconlegacyplanning.co.uk
Please let us know how we can help, including:
- your name
- company name
- e.mail address
- contact number
- what type of business do you run. i.e. Estate Agency, Mortgage Broker, etc
- where are you based in the UK