We are looking mortgage brokers and IFAs to take part in a group discussion in South London for 90 minutes.
South London - TBC
Wednesday 20th January 2016
Please answer the questions below.
Working status i.e. full time, part time, etc
Occupation and job title of chief income earner in the household:
Does your job role include advising clients on residential mortgages and not just buy to let, etc? Yes/No?
How many residential mortgages (not including buy to let mortgages), do you yourself place, on average, per week?
Which of the following applies to you?
I advise on the whole of the market
I am tied to a panel of providers
I am tied to a single provider
None of the above
Which intermediary type best describes you?
Specialist mortgage broker with between 1-10 RI’s or AR’s
Specialist mortgage broker with more than 10 RI’s or AR’s
National or network head office
Branch of a national firm
Regional firm with between 1-10 RI’s or AR’s
Regional firm with more than 10 RI’s or AR’s
Other – Please specify
Are you part of a network? Yes/No?
Directly authorised by the FCA
An appointed representative
How many years experience do you have as a broker?
Do you have experience of advising clients on Protection?
Do you have experience on advising clients on Equity Release?
Please forward this on to anyone you know who may be interested.
Unfortunately, it is impossible to reply to all emails or phone messages. We receive lots of responses to researches that are emailed out. You will be contacted by phone if your application is successful. However, we apologise if you do not hear from us, but please keep trying for future projects that are sent out.