We have distilled our combined experiences into a comprehensive behind-the-scenes web based platform designed to take the strain out of a commercial introducer operation.

We can help IFA firms develop integrated commercial relationships and increase the overall financial services revenue for both parties. And we know the potential pitfalls; our CRM software includes FSA and FSMA compliance functionality allowing both parties to navigate the choppy waters of regulation, law and taxation.


We firmly believe that one of the biggest barriers facing Professional firms seeking to develop commercial relationships with IFAs is now compliance and regulation. Indeed it is this barrier that has led to the typical ‘reciprocal referral’ model being operated by most medium sized Accountancy and Legal practices. Obviously this can work well, though we believe that a revenue share basis yields far greater rewards for both parties.

As an IFA our solution will help you optimise your relationships with Professional firms, increase revenues for all those involved and provide Clients with access to a wider range of valuable services.

We can unlock the regulatory door for Professional Services firms allowing them to receive revenue on activities they may already undertake on a purely goodwill basis.