Referral programme
Introduce a firm. Receive 10% of its first year.
Boutique firms choose advisers through people they trust. If you work alongside them, you can introduce them to us and receive a share of the first year of fees.
How it works
01
Introduce
One email to both sides is enough.
02
Decide
The firm takes the free Scan, then chooses whether to go further.
03
Receive
You receive 10% of the firm’s fees for its first year.
Who it is for
- Partner networks and associations of independent firms
- Independent consultants who work with boutique firms
- Communication agencies that serve the sector
Rules
- Terms are set in a short written agreement before the first introduction.
- If your profession regulates referral fees, we check the rules with you before anything is signed.