Advise Wise launches Referral Hub to support advisers

Later life sourcing platform Advise Wise has added to its adviser offering with the launch of its new Referral Hub.

The hub provides access to a range of ancillary specialists, aiming to support advisers when their clients need services beyond traditional financial guidance.

Referral Hub partners will signpost advisers’ clients to services outside of the usual financial advice remit.

It has been launched with estate planning firm Later Life Estate Planning (LLEP), offering a signposting service towards Lasting Power of Attorney (LPA) expertise.

This aims to support clients with creating holistic retirement planning and give access to LPA services.

The hub also contains additional initiatives aimed at new market entrants, helping to provide pathways to cross-industry support for those looking to add later life lending to their capabilities in 2026.

Advise Wise said it would continue adding strategic partners to the hub, aiming to create an evolving resource to help advisers best serve their clients.

“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,” said Advise Wise senior strategic partnerships manager, Daniel Edmondson.

“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.”

LLEP founder and CEO, Sam Wickham, added: “Later life advice is evolving. The Financial Conduct Authority 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 LLEP - 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.”

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