Talk to the intermediary team

Book a demo, or talk a case through.

For IFAs, brokers and introducers. See the introducer portal and how every referral is handled, ask about access, or check whether a case fits before you refer. Business enquiries only.

Book a demo Call 029 2167 0142

Samantha Turner, Relationship Director · Mon–Fri, 9am–5pm

FCA authorisedSpecialist lending since 2011Commission within 48 working hours of completion

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Quote, capture and track your cases. If you need help with access, choose “Ask about portal access” in the form below.

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New to Charles Frank? Registration takes a quick FRN check.

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Tell us what you need.

No client or case information is needed here.

Business details only

First name *Last name *Work email *Phone numberFirm or trading name *FCA reference numberRegulatory status *Network or principalWhat would you like to do? *Approximate opportunities each monthAnything else we should know?0/2400 charactersPreferred reply method

Registered introducers send client and case details through the introducer portal, not this form.

Same day

acknowledgement

4 hours

to assessment

48 working hours

to commission after completion

Protected

your client relationship

We only advise on what you refer, and we never cross-sell. Your client stays yours.

Charles Frank Finance Ltd is authorised and regulated by the Financial Conduct Authority (FRN 624668). Registered in England & Wales, company no. 07791769. Registered office: 89 Cardiff Road, Taffs Well, Cardiff CF15 7PL. ICO registration Z2962200. This page is intended for FCA‑authorised intermediaries and professional introducers, not retail clients.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.