Partners & Introducers

So, the chances are that if you have come to this page you are either currently doing some work with us or you would like to.

Whilst we do like to grow our business through recommendation, word of mouth and our own marketing initiatives, we also have a panel of approved partners and introducers. For us, we tend to keep things simple and, so long as you are appropriately regulated, we have two principal values when looking at who we work with. Firstly, it is important to us that all of our partners and introducers share the same passion as we do for ensuring the best advice is always provided, regardless of whether or not that advice results in a new client. Secondly, we only work with people who we like.

We take regulation very seriously – therefore we will only deal with partners and introducers who are appropriately authorised by regulatory bodies to carry out the services which they seek to provide, whether that be packaged case introducers or lead generators.

If all this sounds good to you and you would like to work with us, please get in touch to arrange a meeting with one of our Directors to discuss terms.

We would like to take this opportunity to thank you for your interest and hopefully we will hear from you soon.