Tel: 01895 717 747

Client Referral

Discreet introductions. Considered advice. Long-term relationships.

At Specialist Private Wealth, trust, professionalism, and shared values drive our referrals. Consequently, if you know someone who needs thoughtful financial planning, we gladly offer a confidential introduction. Furthermore, we work with individuals and families who value clarity, discretion, and long-term wealth management.

Why Refer to Specialist Private Wealth?

Bespoke wealth planning: We tailor solutions to complex personal and family circumstances.
Evidence-based investing: We follow a disciplined, evidence-based investment approach.
Clear, balanced advice: We explain our strategies in a measured and transparent manner.
Strategic alignment: We align long-term strategic planning with your evolving life goals.
Proven regulatory experience: Our professional, FCA-regulated advisory firm brings over 20 years’ of experience.

Utimately, we approach every client relationship with care, integrity, and a deep understanding of personal financial choices.

Making a Referral

We welcome and handle all referrals with the utmost professionalism and without obligation. Therefore, you can introduce someone in three simple ways:

First: Speak directly to your consultant at Specialist Private Wealth.
Second: Ask your contact for permission to share their details via the form below.
Alternatively: Invite them to contact us directly on 01895 717 747 and mention your name.

Referral Form

We know that the most meaningful introductions come from the clients who already trust us. Therefore, if someone in your world needs the same clarity you experienced, we would appreciate the introduction.

Fortunately, it only takes a moment to make a referral. Simply fill out the form below, and we will take it from there.

Referral Form

About the Referrer

Referrers First Name

Referrers Last Name

Referrers Email Address

Referrers Phone Number

About the Prospect

Prospects First Name

Prospects Last Name

Prospects Email Address

Prospects Phone Number

How is the Prospect known to the Referrer?

Message (optional)

Has the introduction been discussed?

Yes, I have let them know that a member of the Specialist Private Wealth team will be in touch.

No, but they are expecting an introductory email.

Compliance Checkbox (Mandatory)

I confirm that I have permission from the individual named above to share their contact information with Specialist Private Wealth for the purpose of an introductory exploratory call.

If you are human, leave this field blank.

We respect privacy. All data submitted via this form is handled securely in accordance with our Privacy Policy.

Our Commitment

Strict confidentiality: We treat all referrals with abolute privacy.
No obligation: The reffered individual faces no pressure to proceed.
Client-first advice: We provide advice only when it serves the client's best interests.
Bespoke solutions: We reject generic recommendations; instead, we craft completely bespoke advice.
Regulatory standards: We adhere fully to FCA principles, conduct rules, and regulatory standards.

Important Information

Specialist Private Wealth is authorised and regulated by the Financial Conduct Authority. Additionally, any advice we provide remains subject to suitability, affordability, and risk assessments.

Please note that the value of investments can go down as well as up. Consequently, clients may get back less than they invest. Furthermore, past performance is not a reliable indicator of future results. However, we provide our initial exploratory meeting without any charge or obligation.