The referral process


We’ve created a referral process that’s straightforward and efficient, enabling you to start growing your equity release business straight away.

Here’s what you can expect once you refer one of your clients to Bower Partnerships:

Step One: Refer

Complete our online referral form to submit your client’s details or contact your Relationship Manager with the initial equity release enquiry.

Step Two: Appointment

Our Relationship Services team will arrange a free, no-obligation appointment for your client with one of our expert advisers in the comfort of their own home. You are more than welcome to attend if you and your client wish.

Step Three: Application

If your client decides to proceed with equity release then we’ll take care of the entire application process and keep you and your client updated at every stage, ensuring a smooth progress from application through to completion.

Step Four: Completion

Your client’s funds will be transferred to their solicitor and you will receive your introducer’s fee from us.