Client Referral Policy

With so little independent information available, a referral from a friend or colleague makes finding a professional adviser so much easier. 
Our business is based on many referrals from our clients and we treat each referral very seriously. 
As you may know someone who could use our assistance, you should be aware of our Referral Policy.

       • All referrals from clients are treated on a no-obligation basis. We welcome the opportunity to meet with any
           referrals, but there is no pressure placed on them to proceed any further than an initial meeting.

       • We maintain strict confidentiality and privacy procedures between clients and any of their referrals. We cannot
           discuss either party’s situation or disclose their personal information

       • We ask for a brief introduction to any client referral, to avoid any surprises or the feeling of a ‘tele-marketer’. We
           are often introduced to referrals over a coffee, via an email or phone call or at one of our Seminars.