Introducers

Client referrals from professional advisers are an important part of our business.

Having built a substantial client base of our own, we promise that if you do refer business to us, we will never do anything to jeopardise the relationship you have with your client. If it transpires that we start advising any client you refer to us, we will provide full details of the arrangement. Prior to outsourcing any regulated financial services that your clients may require to us, we will establish a comprehensive referral agreement — based on the rules relating to professional firms and introductions — to ensure that all aspects of the arrangement are compliant.