The Debt Advice Portal and Trafalgar Square will empower the Broker to provide the consumer with full cycle financial advice. Through education and the provision of simple, effective and positive services The Debt Advice Portal will become the portal of choice to intermediaries for the referral of consumers with severe debt problems.

You will always retain your client, the Debt Advice Portal will update you on the most appropriate options for your client, any solution which involving the client needing to raise funds, will be referred back to you. Referral fees paid on case completion.

Client Suitability for The Debt Advice Portal

If your client owes more than £5000 in unsecured debt to more than one creditor, then we can help.

Benefits to Trafalgar Square Solutions.

  • Help retain your clients by closing the advice circle and offering debt solutions
  • Offer your clients free debt advice through the Debt Advice Portal
  • Keep in line with MCOB 4.7.6 compliance
  • Data is submitted electronically to the Portal, updates sent to you by phone or email
  • Provide tailor-made solutions for your clients
  • No cross-selling and you can retain your client at all times
  • Reminder service to contact your client after the debt solution has been satisfied

    How does it work

    When a case cannot be placed, perhaps because of over-indebtedness, a lack of equity or a rising debt problem, there is usually no alternative but to advise the introducer or client that the application has failed. Now, however, there is a useful and worthwhile option; process the client data through the DAP for forward transmission to leading AIM debt solutions providers.

    Click here to access the debt DIP form.

    Keeping Track

    You will be informed daily via the portal of the client's application progress. This will present opportunities to forge a relationship with your client through a difficult time. By your encouragement to resolve their problems and through regular contact, you will reduce the possibility of the client failing to respond. However, should the client decide to manage their debt problems themselves, this contact offers a useful opportunity for repeat business in the future.

    The Debt Advice Portal is a trading style of Plinthtec Limited. The Debt Advice Portal recognises that respecting the user privacy over the internet is of the utmost importance.

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    This not a consumer advertisement. It is directed at professional mortgage and insurance intermediaries in the United Kingdom only and it should not be relied upon by any other persons. Trafalgar Square Solutions Limited. Company Registration No.: 5726162. FSA No.: 459002. Reg. office address: 56 Alexandra Drive, London SE19 1AN. is an appointed representative introducer to Trafalgar Square Financial Planning Consultants.