FOR ACCOUNTANTS - LAUNCHING SOON
Help your clients with trusted IFA Referrals
Help your clients with trusted IFA Referrals
Help your clients with trusted IFA Referrals
Help your clients with trusted IFA Referrals
For accountants who care deeply about their clients. Your clients will need investment and pension advice. Help them find someone good — and always stay in the loop.
For accountants who care deeply about their clients. Your clients will need investment and pension advice. Help them find someone good — and always stay in the loop.
For accountants who care deeply about their clients. Your clients will need investment and pension advice. Help them find someone good — and always stay in the loop.
For accountants who care deeply about their clients. Your clients will need investment and pension advice. Help them find someone good — and always stay in the loop.
RELATIONSHIP FOCUSED ACCOUNTANTS
Clients should never have to "Google It"
Help your clients get the trusted advice they need on their pensions and investments.
Don't lose clients to bigger firms
Solve wealth management needs so you don't lose clients to bigger 'one stop' shops.
Easily identify ideal referrals
Easily identify ideal referrals
Easily identify ideal referrals
Spot opportunities to add value without extra time, research or guesswork.
Spot opportunities to add value without extra time, research or guesswork.
Spot opportunities to add value without extra time, research or guesswork.
Explore a wide range of investment options, tailored to your financial goals.
GROW CLIENT RELATIONSHIPS
IFAS that help not compete
Built to protect your client relationships and never disrupt them.
Verified 5-Star Client Reviews
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
“ Really clear explanations. I feel a lot more confident. I'm more aware of what's going on.”
Sean McNamara
Client of IFA Partner Verified by Reviews.co.uk
“ I've now had income from that investment two years running. And, I'm really pleased with it. I have no regrets”
Philipa Paterson
Client of IFA Partner Verified by Reviews.co.uk
“ The fact that we've stayed with them for a number of years means that obviously we would recommend them.”
Peter Becko
Client of IFA Partner Verified by Reviews.co.uk
win-win for you and your client
Great advice for them. Trusted partner for you
Easy referrals. Strong relationships. No downsides.
Support your client. Strengthen your role.
Support your client. Strengthen your role.
Support your client. Strengthen your role.
Help your clients get expert advice, without risking your relationship.
Help your clients get expert advice, without risking your relationship.
Help your clients get expert advice, without risking your relationship.
CLIENT BENEFITS
They will get wealth advice somewhere. Help them get it from someone good.
See how an IFA can add value to your clients and strengthen the trust they already have in you:
Complete Exit & Retirement Roadmaps
An IFA can plan each owner’s future, helping them time and structure business exits to comfortably retire on their own terms.
Complete Exit & Retirement Roadmaps
An IFA can plan each owner’s future, helping them time and structure business exits to comfortably retire on their own terms.
Complete Exit & Retirement Roadmaps
An IFA can plan each owner’s future, helping them time and structure business exits to comfortably retire on their own terms.
Complete Exit & Retirement Roadmaps
An IFA can plan each owner’s future, helping them time and structure business exits to comfortably retire on their own terms.
Focused Investment & Wealth Growth
Ensure clients aren’t over-reliant on their company, diversifying their personal portfolios to protect long-term financial well-being.
Focused Investment & Wealth Growth
Ensure clients aren’t over-reliant on their company, diversifying their personal portfolios to protect long-term financial well-being.
Focused Investment & Wealth Growth
Ensure clients aren’t over-reliant on their company, diversifying their personal portfolios to protect long-term financial well-being.
Focused Investment & Wealth Growth
Ensure clients aren’t over-reliant on their company, diversifying their personal portfolios to protect long-term financial well-being.
Tailored Insurance & Protection
From Key Person cover to Shareholder Protection, clients need policies and risk management that safeguard both the business and the owner’s family.
Tailored Insurance & Protection
From Key Person cover to Shareholder Protection, clients need policies and risk management that safeguard both the business and the owner’s family.
Tailored Insurance & Protection
From Key Person cover to Shareholder Protection, clients need policies and risk management that safeguard both the business and the owner’s family.
Tailored Insurance & Protection
From Key Person cover to Shareholder Protection, clients need policies and risk management that safeguard both the business and the owner’s family.
NO HEAVY LIFTING
We make it easy for you
Strengthen your practice by providing clients with expert, compliant wealth planning.
Partnership Mindset
Our success depends on making you look great, so we prioritize your reputation at every step.
Partnership Mindset
Our success depends on making you look great, so we prioritize your reputation at every step.
Partnership Mindset
Our success depends on making you look great, so we prioritize your reputation at every step.
Partnership Mindset
Our success depends on making you look great, so we prioritize your reputation at every step.
Minimal Extra Effort
We handle the heavy lifting—no lengthy forms, chasing clients, or extra admin for you.
Minimal Extra Effort
We handle the heavy lifting—no lengthy forms, chasing clients, or extra admin for you.
Minimal Extra Effort
We handle the heavy lifting—no lengthy forms, chasing clients, or extra admin for you.
Minimal Extra Effort
We handle the heavy lifting—no lengthy forms, chasing clients, or extra admin for you.
No Compliance Headaches
We align with regulatory guidelines, ensuring referrals stay safe and straightforward.
No Compliance Headaches
We align with regulatory guidelines, ensuring referrals stay safe and straightforward.
No Compliance Headaches
We align with regulatory guidelines, ensuring referrals stay safe and straightforward.
No Compliance Headaches
We align with regulatory guidelines, ensuring referrals stay safe and straightforward.
Secure
Investment Assistance
Regulated IFAs
Regular Reports
Insurance Advisor
SME Experts
Easy
Secure
Investment Assistance
Regulated IFAs
Regular Reports
Insurance Advisor
SME Experts
Easy
Secure
Investment Assistance
Regulated IFAs
Regular Reports
Insurance Advisor
SME Experts
Easy
START TODAY
Refer clients for wealth advice without hassle or overhead.
Retain loyalty, boost revenue, and outshine bigger competitors without straining your resources.
WE'VE GOT YOU COVERED