Advise Wise launches new adviser Referral Hub

Later life sourcing platform, Advise Wise, has added further value to its adviser offering with the launch of a new Referral Hub.

The Hub provides a catalogue of partners to signpost their clients to for services outside of the traditional financial advice remit. 

The Hub launches with estate planning firm, Later Life Estate Planning, offering a signposting opportunity towards specialist lasting power of attorney expertise should a client need it. Under the initiative, advisers can earn a fee every time they refer their client to Later Life Estate Planning for an LPA.

The Referral Hub also contains additional initiatives aimed at new entrants to the market, offering discounted memberships for both the Equity Release Council and the Society of Later Life Advisers.

Advise Wise aims to continue adding further partners to the referral Hub going forward, creating an evolving resource to help advisers best serve their clients.

Advise Wise’s senior strategic partnerships manager, Daniel Edmondson, said: “In later life lending clients often need support that goes beyond the mortgage itself, whether that is legal guidance, care planning, financial advice, or wider later life services. The Referral Hub aims to make that part of the advice journey simpler and more consistent by bringing trusted partners into one place and helping advisers support stronger customer outcomes while also building clearer referral pathways.

"Our focus has always been on supporting advisers with tools that reflect the reality of advice, and the Referral Hub is another practical step towards helping advisers do the right thing for their clients, both now and as their needs change over time.”

Sam Wickham, founder and CEO at Later Life Estate Planning, commented: “Later life advice is evolving. The FCA has been clear through Consumer Duty and its wider guidance that good outcomes come from advisers considering a client’s full circumstances, not just the financial product in front of them. That is one of the reasons I established Later Life Estate Planning — to ensure clients have access to the legal protections, such as lasting powers of attorney, that sit alongside financial advice and protect families in the future. 

"The Advise Wise Referral Hub is a positive step in making it easier for advisers to connect clients with trusted specialists and deliver more holistic support when it’s needed.”