Advise Wise enhances offering to advisers through launch of new Referral Hub
09 March 2026
Later life sourcing platform Advise Wise has underlined its commitment to adding further value to its adviser offering by launching its new Referral Hub, a collection of trusted ancillary specialists to support advisers when their clients need more than financial guidance.
The Referral Hub is now live and available to all Advise Wise members designed to offer advisers a catalogue of trustworthy partners to signpost their clients to for services outside of the traditional financial advice remit.
The Hub launches with leading estate planning firm, Later Life Estate Planning (LLEP), offering a signposting opportunity towards specialist Lasting Power of Attorney (LPA) expertise should a client need it and helping to create holistic retirement planning and deliver best outcomes for consumers and their families. Under the initiative, advisers can earn a fee every time they refer their client to LLEP for an LPA, offering a mutual benefit for all parties.
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 and helping provide cost-effective pathways to cross-industry support those seeking toad later life lending to their skillset in 2026.
Advise Wise aims to continue adding further strategic partners to the referral Hub going forward, creating a constantly evolving resource to help advisers best serve their clients. Interested parties looking to explore future involvement are encouraged to get in touch.
Speaking of this latest initiative, Advise Wise’s Senior Strategic Partnerships Manager Daniel Edmondson says “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.”
