Later life sourcing platform Advise Wise has launched a new Referral Hub designed to help advisers connect clients with specialist services beyond traditional financial advice.
The new hub, which is now live for all Advise Wise members, provides a catalogue of ancillary partners that advisers can signpost clients to when their needs extend beyond the core advice process.
The initiative launches with estate planning firm Later Life Estate Planning (LLEP), offering advisers the ability to refer clients requiring specialist support with Lasting Power of Attorney (LPA).
The partnership is intended to help advisers integrate legal protections into retirement planning and provide broader support for clients and their families.
Under the arrangement, advisers who refer clients to LLEP for LPA services can earn a referral fee.
The Referral Hub also includes initiatives aimed at advisers entering the later life market, including discounted memberships for both the Equity Release Council and the Society of Later Life Advisers. These are designed to provide a cost-effective route for advisers looking to add later life lending to their skillset in 2026.
Advise Wise said it plans to expand the hub by adding further strategic partners over time, creating an evolving resource intended to help advisers support clients with a wider range of needs.
Daniel Edmondson (pictured), senior strategic partnerships manager at Advise Wise, said: “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, stated: “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.”
