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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Referral fees — clear filter
Referral fees for marketing agencies: what the rules actually say
No statute stops a marketing agency taking referral fees. But agencies serving financial clients sit near section 21 of FSMA — a …
Referral fees for letting agents: what the rules actually say
Letting agents can still earn referral fees from contractors, insurers and conveyancers. What the rules require is disclosure of …
Referral fees for IT consultants: what the rules actually say
IT consultants face no statutory referral-fee ban. The traps are contractual conflict clauses, the FCA perimeter when clients nee…
Referral fees for insurance brokers: what the rules actually say
FCA-authorised insurance brokers can pay and receive referral fees. The rulebook cares about conflicts, disclosure of remuneratio…
Referral fees for HR consultants: what the rules actually say
HR consultants face no statutory ban on referral fees. The real constraints sit elsewhere: bribery law, the boundary around finan…
Referral fees for estate agents: what the rules actually say
Estate agents can take referral fees from conveyancers, brokers and removals firms. The rules demand one thing in return: telling…
Referral fees for conveyancers: what the rules actually say
Conveyancers can pay and receive referral fees. But the CLC, the SRA and Trading Standards all expect the client to know who is p…
Referral fees for conveyancers: the rules, the disclosure, the paperwork
A practical guide to how referral fees actually work for solicitor-conveyancers and licensed conveyancers in the UK: what your re…
Referring the business owner who's about to retire
When a business owner starts talking about stepping back, the clock is running on decisions only a specialist can help with. Your…
Referring the client who's just had a windfall
Inheritance, a sale, a bonus or a payout lands on a client with no plan attached. Knowing to refer quickly, before the money drif…
Referral fees for business coaches: what the rules actually say
Business coaches can earn referral fees for introducing clients to regulated financial advisers. With no dominant professional bo…
Referral fees for bookkeepers: what the rules actually say
Bookkeepers can accept referral fees for introducing clients to regulated financial advisers. The rules come from professional bo…
Referral Fees for Bookkeepers: What You Can Accept and Disclose
Bookkeepers can earn from introductions without compromising their integrity. The key is straightforward: be transparent, stay an…
Referral fees for accountants: what the rules actually say
Accountants can be paid for referring clients to financial advisers, provided the arrangement is disclosed and the accountant nev…
Inherited wealth: why probate firms should introduce regulated advice
Five- and six-figure inheritances often arrive with no financial guidance whatsoever. This article explains how probate firms can…
Refer what you don't write: the broker's guide to pensions and investments referrals
Mortgage clients routinely raise pensions and investments in the same breath as their mortgage. Here is how to handle those momen…
Recurring vs one-off referral income: what to expect
Referral income comes in two broad shapes, one-off and recurring, and knowing which is which changes how you think about the valu…
Recurring Referral Income: The Line Item Accountants Overlook
Accountants advise clients to build recurring revenue, yet many overlook a recurring line of their own. Referral income, done pro…
Specialise, then refer the rest: the referral case for niching
Specialising makes a firm memorable and referable, but it also raises more out-of-scope questions. A referral network is what mak…
Profitable extraction: the owner's personal advice handover
Improving profit is your work; deciding how the owner personally extracts and deploys it is not. This is a frequent, high-value h…
Profit extraction that stopped making sense: the advice handover
Profit extraction planning is core tax adviser work, but the most efficient answer increasingly points to pensions and personal f…
Referral fees for probate professionals: doing it properly
A fresh look past the 'are they allowed' debate at what a properly run referral-fee arrangement actually requires in day-to-day p…
Probate Purchases: Executors Surrounded by Financial Decisions
Behind every probate sale or purchase sits a family managing an estate, often for the first time, and usually with more decisions…
The mortgage broker's guide to wills and estate planning referrals
Why completion is the natural moment for wills, LPAs and estate planning, what to listen for in client conversations, and how UK …