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Complex advice.

Expert help, on tap, on call.

Sesame Solutions - The adviser’s choice

The demand for Complex Advice is growing. But for many advisers it can be an impossible or very expensive service to provide. If you’re not qualified to offer complex advice, then you’ll be forced to consult an ‘outside’ specialist. Or if you already provide the service, then you’ll know how expensive it is – higher PI premiums coupled with substantial research and admin costs. In either situation – qualified or not - we can help. Sesame Solutions enables any and all advisers (fee-based or not) to meet their clients' requirements on pension transfers, equity release and corporate financial planning. Furthermore, by working with us you’ll not be jeopardising your hard-won client relationships, having to assume the associated risks or increasing your workload.

A fully compliant, up to date and practically seamless service that delivers the following benefits...

Increased revenues

In return for referring your complex advice business to us, we’ll share all the commissions with you so you can enjoy the potentially substantial revenues that complex advice business can generate without the risks and the related costs.

Reduced costs

If you rarely write complex advice business, but incur the constant on-going costs then we can make it far more worth your while. Delegating the business to us allows you to reduce your PI premium and we pick up all the research and admin costs.

Stay focussed

By leaving the specialist work to the specialists, you're free to develop the core areas of your business. It also means that you don't need to turn your back on your business to study or sit exams.

There’s no better demonstration of your commitment to TCF

Delegating your complex advice business to us, clearly demonstrates that your firm fully understands and embraces the fundamental principles of TCF.

Places no additional strains on your systems

We handle all the paperwork. Once you've identified the need and prepared the core fact find, we'll see the case through to completion. In other words, we take on the research, produce the recommendation and do all the chasing.

More business opportunities

Fulfilling the need for complex advice sometimes unearths further business opportunities. Clients may, for example, find that they need additional advice concerning the investment of lump sums from pension plans or equity release schemes and/or IHT planning.

Cements relationships

Partnering with us enables you to offer your clients a completely 'rounded' service and provides further reasons for contact. The advice we give your clients will be of the highest quality and you can be confident that our recommendations will be impartial and compliant.

Mister Write's intermediary and intermediary-related clients include: