A referral is a judgement, not a lead.
Put your name behind us and you vouch for how we work. So this page is simple: send one name, we handle the rest, you stay informed.
You send one name
A line on who they are and what they are weighing up. That is the whole ask.
A senior advisor calls
Within two business hours. We learn their situation, then say honestly whether we fit.
They are treated as yours
No repeat cold-calls, no marketing list without their say. Your name carries weight.
You are looked after
A genuine thank you when they engage, scaled to the work and confirmed in writing.
Not a sales funnel. The senior treatment you had.
A senior advisor, not a call centre
Your contact speaks with someone who can decide, from the first conversation. No junior handler, no script, no being passed around.
An honest fit, told plainly
If we are the right firm, we say so and explain why. If not, we say that too and point them somewhere better. Your name is safe either way.
Who decides here: their situation, not our quotaTreated as a referred client
Handled as someone you trust, not a name on a list. No repeat cold-calls, no marketing without their agreement.
A scope agreed in writing first
One senior advisor and a clear scope, settled before anything is committed. The reason you sent them is the reason they stay.
The thank you, honestly: it scales to what your contact engages us for, confirmed in writing once they take on a paid piece of work and arranged after their first invoice is settled. The figure is set at the point of introduction, so it reflects the real engagement. No token gesture, no fine print.
We would rather keep your trust than win a quick introduction, so we will not chase the people you send us. If a contact is not ready, or we are not the right firm, we say so and leave it there. That is how an introduction stays a compliment, not a favour you regret.
If you send work our way often, as an accountant, lawyer, or wealth advisor does, the Partner Program is built for that ongoing relationship.
Send us their details. We take it from there.
Two short parts: who you are, so we can credit you, and who you are introducing. We reach out with care and keep you posted.
What happens next
Prefer to introduce us directly?
What people ask first.
Who can introduce someone to the firm?
How will you treat the person I introduce?
What is the reward, and when is it confirmed?
What if I introduce people regularly?
One good introduction is worth more than any advert.
If you have someone in mind, send them across. Prefer to talk it through first? A quick message works just as well.