Working with us

If you would like to work with us, we will need to have terms of business agreement in place with you. On this page you can register to work with us to recommend our products to your clients.

How to register

Applying to do business with us is simple by completing a online form. If your firm is already registered and has an agency agreement with us, you can apply to be added to their agency.

What will you need to provide?

We will need details of your adviser firm to register you, including details of all Directors, Partners, and/or Principals. If you are applying to join an existing agency then you will need your firm’s authorisation number and agency number.

You will need to review and sign our Terms of Business Agreement before being able to apply for our products for your clients.

What to expect

Applying to do business with us typically takes up to three working days to be approved. We need to perform our due diligence checks inline with regulatory requirements, but will get in contact with you if we need any additional information.

Once approved, one of our Business Development Team will get in contact to introduce themselves and to discuss our products and services in more detail. Typically, they will be your contact point for any questions you may have in the future although we also have a Customer Services Team on hand to help out.

You can use this form to ask any questions about working with us or our adviser onboarding process

First name

Last name

Subject

Company Name

Contact email address

Contact telephone number
Include any international dialling code

Address

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Your Message

How would you like us to respond to you?

By telephone call By email Not required

The information you provide will only be used to help us provide you with support. The information is voluntary and is provided based on your consent.

I agree

When you submit this form, we will send a copy to your email address.
It should only take few minutes. to arrive. If you are unable to locate it, please check your junk/spam folder.

What other advisers say

We are very happy with the fixed capped fees, BR tax relief for the Life annuities and the fact that 100% of the investment can be managed by us on behalf of the client. Highly recommend as a retirement planning tool.

David StampFounder of Independent Financial Solutions

We have dealt with LCA for over 8 years and have found them efficient, knowledgeable and helpful. The staff understand the products they offer and we have used these to great effect for many of our clients. I would highly recommend them to any adviser.

Tony JaumePembroke Consulting

Having been an IFA for over 40 years and a Registered Trust and Estates Practitioner, with more than a working knowledge of Tax and Trusts in the UK and overseas, every so often you find a product and provider that brings something to the party that meets a need for many clients. The FPA counters the issues for post age 75 members for Income Tax on death benefits and the FLA has advantages for assets in the estate, you just need to learn how to use the tools that LCA have provided us with. I did!

Bob MasseyCountrywide Estate Planning ifa