FRisk and Financial Advisors

What is FRisk?

FRisk is a catalyst for discussion with clients on succession planning, life cover and intergenerational wealth management.

Your clients can create their own comprehensive family risk report at no cost. The report takes less than 10 minutes to complete and is entirely personal to the individual and their family. For each risk identified, FRisk explains the consequences and recommends remedial action and services.

FRisk helps you connect with your existing and incoming clients. Subscribers who provide any of the services recommended by FRisk can join our panel. Clients using FRisk at your invitation will be returned to you for the services required to be completed.

As a subscriber, you can choose your own service providers for other estate planning solutions, allowing you to maintain current business relationships whilst benefitting from increased volumes

Business Benefits

1.

Increased uptake of your financial planning services & products

2.

Offer your clients a suite of estate planning solutions & generate income from commission shares

3.

Trigger inter-generational discussion to reduce risk and maintain wealth

4.

Accord with best practice guidelines on family advice

Client Journey

How it works

How much does it cost?

£75 (+VAT) p.m.

per user

  • Unlimited FREE reports for your clients

  • You keep 100% of your Life Insurance commissions 

  • You receive 70% of commissions from other financial planning services

Download the Intro Guide & Access the Demo

Step 1: Register and Enter your family data

Data entry is simple and intuitive. You will be asked to answer a series of basic questions about your family, lifestyle and finances (no need for precise figures). You can return and edit this section at any time before submitting your final report.

Privacy Policy / Cookie Policy / Terms & Conditions

+44 1423 637050

46 Tower Street, Harrogate, HG1 1HS

FRisk is a trading name of FRisk Reports Limited (Company registration No. 11624809). FRisk is not a law firm and does not provide regulated legal advice.