For Professional Introducers

We are fortunate to receive regular referrals from leading lawyers and accountants.

When you refer one of your clients to us, we know that they remain your client and that our actions reflect not just on us, but also on you. We take the trust you place in us incredibly seriously and ensuring your client gets the best possible outcome is how we enhance both of our reputations through the referral.

The first step is matching the right adviser to your client’s individual requirements.

Because we have a diverse range of advisers here, we are able to make great pairings and there hasn’t yet been a client we have not been able to match with an adviser who they can relate to and work well with.

Our own clients will continue to need specialist legal and tax input because of the complex nature of their financial affairs. So, we also refer work to trusted lawyers and accountants, and we welcome the opportunity to get to know more experts in their respective fields.

Whether receiving referrals or making them, we are always happy present to your team on technical financial planning matters relevant to your clients. Or work together on seminars for clients. The main thing is finding suitable opportunities to share our insight.

If you are interested in finding out more, we’d love to hear from you.

Message us here