Who can refer — SmartPeer

The same gap, eleven ways

Every profession here shares one thing: clients ask them financial questions they can't answer without a licence they don't hold. A pension query mid-audit, a will nobody wrote before completion day, a settlement with no plan attached. Most professionals answer with a name on a compliment slip — untracked, undisclosed and unpaid.

SmartPeer turns those moments into tracked, consented introductions to vetted advice and estate-planning firms: your client opts in online before anyone calls, the disclosure letter writes itself, and your firm earns a share of the introducer fee when the business completes. Pick your profession for the referral moments specific to your work.

Who joins SmartPeer

Pick your profession

Accountants The most trusted referrers in Britain — and the busiest. Pensions, wills, protection: the questions land on your desk first. Bookkeepers Director's loans, idle cash, growing payrolls — you spot the signals before anyone else does. Tax advisers IHT exposures, allowances, disposals: you quantify the trigger; the network routes the fix. Estate agents Buyers, sellers and exiting landlords — all standing next to you at the exact moment the questions are live. Letting agents Portfolio landlords ask you everything. Those answers have value. Conveyancers You touch every transaction — including the ones no broker or agent ever sees. Mortgage brokers Keep the protection you write; refer the advice and wills you can't. Solicitors Probate, property, business sales — tracked referrals your file reviewer will actually like. Family solicitors Settlements, pension sharing orders and wills that still name the ex-spouse. Probate professionals Your clients have just seen what a missing will costs. Nobody is better placed to stop the repeat. Business consultants Exit plans, key-person gaps, missing continuity — produce the specialist, not just the diagnosis. Your profession Clients trust you with financial questions? The model probably fits. Tell us what you do.

How a referral works, whatever your profession

Join and certify

Apply online. We verify your firm, you agree your terms in writing, and your team completes a short certification.

Refer in a minute

Name, contact details, services. Your client receives a secure consent link — never a cold call.

Watch it progress

Consent, advice meetings, completion: every referral tracked end to end in your portal, nothing vanishing into a black hole.

Get paid properly

Your share arrives with an itemised commission statement that reconciles to the penny — plus ongoing fees while clients stay advised.

The model in three numbers

To join — no software or monthly fees

£0

Your share of every introducer fee

60–70%

bigger cases, bigger share

Of referrals consented, tracked and evidenced

100%

What every member firm gets

Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
Client consent captured online before any contact — GDPR built in, not bolted on
A disclosure letter generated automatically for every referral, on your letterhead
Live tracking from introduction to completion — no more black-hole referrals
A commission statement that reconciles: every introduction, every payment, every period
No fees, ever — SmartPeer earns a share only when your referral completes

“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

Insights