Gateway supports all customers in the Sesame Bankhall Group as well as the wider adviser market. Increasingly, advising firms recognise the commercial benefit of having specialists to call on for areas of business not dealt with on a day-today basis. Complex advice carries with it significant potential risk and long term liability which impacts on the running costs of your business.
Gateway's referral service allows your business to access an untapped income stream and meet your client's requirements for advice on Retirement Options, Pension Transfers from occupational and personal pension schemes as well as Equity Release and Long Term Care planning.
Gateway: A Specialist In Your Corner
Our highly qualified and experienced team are here to act as an extension of your own service and to ensure that we provide the same high quality of service and advice as you do.
Of course, if you haven't used us before, or it's been a while since your last referred to us, we know you only have our word for it. This is why we've published our own customer charter making the following promises to you and your client.
Our promises to you:
- We will contact you within 24 hours of receiving your referral
- We will answer all telephone calls within 6 rings
- We will not transfer your call more than once when dealing with your enquiry
- We will give you a progress report every 14 days whilst dealing with your referral
- We absolutely will not deal with any other area of advice than the one you have referred to us
Our promises to your client:
- We will ensure they fully understand our service, our process and our fees before we start the advice process
- We will answer any questions they have to the fullest of our ability
- We will keep them fully informed of any updates, changes or key milestones as the case progresses
- Any sensitive information they may have to give us in the course of our advice will be dealt with in complete confidentiality
- We will treat them with respect and courtesy at all times
The menu on the left will provide you with all the information you need to learn more about Gateway's services, how to refer business and an opportunity to meet the team who will look after yours and your clients best interests.