Partner With Broadbench
Grow Revenue. Increase Client Retention. Add High Value Support.
Unlock a New Revenue Stream for Your Business
Register your interestCustomers love us! Don't take our word for it. Check out what some of them have to say...
Our Services will Help You Grow
Your clients rely on you for guidance and trust your recommendation.
Broadbench helps you protect that trust by delivering specialist financial advice in areas that are complex, regulated and often underserved.
We partner with accountancy firms, contractor platforms, recruiter networks and professional communities to provide expert advice on:
- Business Protection
- Personal Protection
- Income Protection
- Relevant Life policies
- Shareholder & Partnership Protection
- Key Person Cover
- Contractor and Professional Mortgages
- Tax-efficient Protection structuring
- IHT Planning
All delivered with discretion, professionalism and alignment to your client relationship.
Why Partner With Broadbench?
Financial advice is regulated. Many firms are asked about:
- Life cover
- Shareholder protection
- Income protection
- Mortgage options
- Tax-efficient cover structures
Rather than providing generic guidance or referring clients elsewhere — you can introduce a trusted specialist partner.
We provide fully regulated advice, full suitability assessments and ongoing servicing.
You remain the trusted adviser.
Clients often seek protection or mortgage advice independently.
When they go elsewhere:
- You lose visibility
- You lose influence
- You risk losing the wider relationship
By partnering with Broadbench, you ensure clients receive specialist advice within your trusted network.
We understand:
- Limited company income structures
- Dividend and salary planning
- IR35 considerations
- Retained profits
- Complex mortgage underwriting
- Senior clinician income structures
- Equity & partnership arrangements
This is not generic financial advice.
It is structured advice aligned to real-world business and professional realities.
We are fully FCA regulated and whole-of-market giving your clients confidence that our advise is compliant. Broadbench:
- Uses qualified experts
- Provides robust documentation
- Supports enquiries
- Operates conservatively and transparently
We:
- Support you with Client Guides and in-house training
- Support you with marketing content
- Track your client referrals throughout their journey with us giving you transparency
- Provide regular reporting on fees payable
You:
- Introduce the opportunity
- Strengthen your client relationships
- Share in the success
What Our Partners Say
“Broadbench is a key partner, providing financial services across our four business advice sites. They provide a seamless professional service for business owners, driven by cutting-edge technology.
Hearing consistently good feedback from our visitors makes things very easy for me, as a publisher. The Broadbench team is dynamic, proactive, and always keen to try new ideas. Lead tracking is instant and transparent – this is also an essential element to any successful partnership.”
James Leckie – Managing Director – IT Contracting/ Contract Eye/ Bytestart, Relevant Life Insurance & Limited Company Help
“Clarity Taxation can proudly say that we solely refer our clients to Broadbench for their insurance, mortgage and pension advice. Broadbench has the same level of personal service and turnaround time as Clarity, which is a great compliment when providing advice to our clients. The process of referring clients is seamless and prompt. We have received nothing but positive feedback from our clients.”
Craig Szeto – Managing Director – Clarity Taxation
“We have been partnered exclusively with Broadbench for many years and never had a single complaint. They are a very professional, knowledgeable and customer-focused organisation that understands the importance of putting customer service first. We’ve worked with IFAs for over 20 years. They are the best, by a long way.”
Dave Chaplin – CEO – Contractor Calculator and IR35 Shield
How it Works
1. We Align
Intro call to understand your business model.
2. We Onboard
A signed contract for transparency, detailing introducer fees.
3. We Deliver
We supply any training, marketing materials, and add you to our CRM to track leads.
Who We Partner With
Your clients regularly need:
But advising directly may not be within your regulatory permissions.
Broadbench works alongside your firm to:
- Provide expert, FCA-regulated advice
- Structure policies tax-efficiently
- Communicate clearly with clients
- Keep you informed
- Protect your client relationship
We never replace you, we enhance your offering.
Download our Case Study to find out more.
Contractors often:
- Struggle to obtain mortgages due to income structure
- Are underinsured
- Don’t understand business protection options
- Lack access to specialist advice
Partnering with Broadbench allows you to:
- Add real financial value to your members
- Improve member retention
- Offer expert webinars & educational content
- Create an additional revenue stream
We can provide:
- Dedicated adviser access
- Co-branded guides
- Mortgage tips
- Protection education sessions such as webinars
Download our Case Study to find out more.
Contractors frequently ask recruiters:
- “How do I get a mortgage on my day rate?”
- “Should I have income protection?”
- “Can my company pay for life cover?”
Instead of informal guidance, you can offer specialist support.
This strengthens your position as a long-term partner, not just a placement provider.
Senior professionals often face:
- High income exposure
- Business ownership risk
- Partnership/shareholder complexity
- Significant mortgage requirements
Broadbench provides bespoke financial advice tailored to complex income and ownership structures.
Partnership Models
We offer flexible structures depending on your organisation.
- Simple introduction process
- Flat fee or revenue share
- No operational burden
- Joint guides & resources
- Educational webinars
- Joint marketing campaigns
- Dedicated adviser
- Ongoing engagement
- Reporting & transparency
All partnerships are structured clearly and transparently from the outset.
Protecting Your Client Relationships
This is critical.
We commit to:
- Respecting your primary relationship
- No cross-selling outside the agreed scope
- Clear communication
- Transparency in reporting
- Professional alignment
Our goal is a long-term partnership, not transactional referrals.
What Our Clients Say
Leverage our 5-star Trustpilot reputation: With hundreds of reviews and a 5-star rating, partners trust our consistently high-quality service.
Let’s Explore a Partnership
If you work with contractors, business owners or senior professionals, there is a significant opportunity to add value through specialist financial advice.
We’d welcome a conversation.
FAQs
Are you FCA regulated?
Yes. All advice is provided under full FCA regulation and suitability standards.
Will you replace us as adviser?
No. We operate strictly within agreed areas of financial advice.
Do you provide reporting?
Yes. We ensure you have visibility while maintaining client confidentiality and compliance.
Can we run joint webinars?
Absolutely. Educational collaboration is encouraged.
Do you offer flat fees remuneration or revenue share?
We offer both options. We will agree as part of our onboarding process the best partnership structure for your business model.