Refer a client or employee

A simple way for accountants, HR professionals and other professional partners to introduce someone who may benefit from financial planning.

Make a referral

It only takes a minute.

Complete the details below and we will make contact with the person you are introducing to arrange an initial conversation.

For Accountants Introduce a client or business owner who may benefit from financial planning.

For HR Consultants Introduce a business owner or employee who may benefit from financial planning.

In safe hands

We work with a range of Chartered Independent Financial Advisers, ensuring the people you introduce have access to professional, independent financial advice.

Your details

Your name

Company / organisation

Telephone

Who are you introducing?

Referral type

Name

Telephone

Area they may need help with

Reason for referral Please avoid including unnecessary sensitive personal information.

Information submitted through this form will only be used to deal with this referral.

Our full website is coming soon. This page is currently provided for professional partners wishing to make an introduction.