Sub-aggregator teams up with tax group

The joint venture will help link member brokers with accountants for referrals as well as added services for clients

Sub-aggregator teams up with tax group

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Sub-aggregator Purple Circle has announced a new joint venture with tax firm Citycorp which owns two nation taxation brands Pop Up Tax Shop and Mr Tax Refund.

The agreement gives member brokers access to 15 company owner locations and 16 franchises, which will service more than 18,000 clients by June 2018.

“I’m excited to jointly announce this venture with Purple Circle,” said Citycorp CEO Stephen Burns.

“There is a clear synergy between the two groups and we’re very keen to begin not only providing our clients with a more comprehensive offering, but also to enjoy the additional revenue streams the partnership brings through the integration of additional services.”

Burns called the venture a “win-win” for both businesses.

“It will allow us to provide Purple Circle brokers with genuine qualified and engaged clients, not just cold internet leads, whilst Citycorp will be able to offer clients a broader range of services, increasing client retention and revenue to their businesses.”

Some of Citycorp’s staff and franchisees may even write mortgages themselves with Purple Circle facilitating through comprehensive training and mentoring.

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