Benefits — SmartPeer

The problem we solve

Your clients need advice. Referring it shouldn't be hard work.

Every accountant sees it: clients with pensions they never review, estates without wills, decisions that need a qualified adviser. You'd happily point them somewhere good — but ad-hoc referrals mean no visibility, no follow-up, and nothing to show for the trust you've built.

SmartPeer replaces that with a system: consented referrals, live tracking, transparent commission, and a network that rewards you for growing it.

The headline numbers

To join — commission is the only money that moves

£0

Your share of every introducer fee

60–70%

bigger cases, bigger share

Of override earnings on firms you introduce

5 levels

paid from our share

Your share of a £1,000 introducer fee

£600

60% standard tier

What membership gives you

Everything you need to refer with confidence.

A portal that tracks every referral, live
Client consent captured and evidenced for you
Approved wording — always compliant, never salesy
Itemised statements and automatic self-billing invoices
Recurring commission on ongoing business
Overrides when firms you introduce make referrals
Your team, your roles, your internal splits — you decide

“Commission is the only money that moves. No joining fees, no software fees, no catches — if you don't earn, neither do we.”

The SmartPeer model

The quieter benefit

Referrals retain clients — the income is the bonus

Clients leave professionals who feel narrow. When a client asks about a pension, a will or selling their business, the firm that says “yes, we can point you to someone excellent for that” keeps the relationship — and the firm that shrugs eventually loses it to someone who didn't.

SmartPeer gives you a reliable answer to every adjacent question. The commission is real, but the deeper value is defensive: every well-handled referral is a moment a competitor never got.

The network effect

Know another firm that should be here?

Introduce them. When their referrals complete, you earn an override — five levels deep, paid from our share, never from theirs. The network you build becomes an asset that pays you.

See the numbers ›

Insights