0330 303 0236

The Finance Roome

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The Finance Roome

The Finance Roome has been trading for 12 years and has been based at Gloucestershire Airport. They pride themselves on honest independent advice, only selling to clients’ needs with the guarantee of NEVER rebroking any of your clients’ mortgage (or other areas that you wish to handle yourself).

Any query received before 4pm will be contacted the same day and if received after 4pm, then The Finance Roome will make contact with the client before 10am the next morning.

They can offer any/all of these produces, to suit the areas you wish to refer for your client:

  • Life Assurance
  • Critical Illness Cover
  • Income Protection
  • Family Income Benefit
  • Building and Contents Insurance
  • Private Medical Insurance
  • Shareholder Protection
  • Keyman Insurance
  • Business Loan Protection
  • Pilot’sLoss of Flying Licence Insurance

Lastly, they always recommend putting policies into Trust (if suitable) and will chase to get these back in, ensuring that the clients are set up and insured in the correct way.

Why The Finance Roome?

This year has seen the business go from strength to strength. Not only have they moved into a brand new purpose-built office accommodation, but their team has continued to expand organically as has their reputation locally and further afield for providing the best possible advice and service for all their clients. Being independently Directly Authorised means that they have access the whole of market and therefore are superbly equipped to offer the best range of protection products alongside bespoke advice.  They are a strong team of advisers and administrators to be able to process your client’s needs as quickly as possible.

  • They guarantee to never cross sell a mortgage to your clients
  • They are independent, so can look to insure as many people as they can
  • They care about finding the right product
  • Same day service
  • Easy referral system

Register to refer

If you’d like to use this referral service, please email Sharon Foote, Business Development Director at sharon@thefinanceroome.co.uk and she will forward you a referral form which must be signed and returned.

How to refer a customer once you’ve registered

Simply email your client’s details to info@thefinanceroome.co.uk or call 01242 226 353 – whichever you prefer!