Company directors
Directors weighing salary, dividends and employer pension contributions who need personal pension and retirement advice alongside your tax work.
For accountants, solicitors, will writers and estate planners
Your clients trust you.
We take that seriously.
When a client needs financial advice, introducing them to someone is a reflection on you. We work alongside professional firms with clear responsibilities, the client's permission at every step, and a process your client can follow from the first conversation.
For your practice
An introduction, not a handover.
You keep doing the work you do best. We add regulated financial advice where your client wants it, and stay in our lane.
- 01
Your client relationship continues
An introduction adds a financial adviser to the picture. It does not replace you. Your client remains your client.
- 02
Clear division of responsibility
Before anything happens, we agree in writing what we do, what you do, and where the boundaries sit.
- 03
Coordinated planning
Where your client wants it, financial advice can be considered alongside your legal or tax work instead of in isolation.
- 04
Updates only with consent
We share relevant updates with you only where your client has given permission, and only what is relevant to your work.
Where we can help
Situations your clients bring to you
Each profession sees different moments. Here is how financial advice might sit alongside your work.
You know the numbers. Some of the decisions behind them need regulated financial advice.
Stays with you
Accounts, tax returns, tax computations and company structuring stay with you.
Pensions and retirement
Clients with several old pensions, or approaching retirement, who need help understanding their options and income choices.
Business protection
Owners and partners considering key person cover, shareholder or partnership protection so the business can cope with illness or death.
Selling a business
Clients preparing for a sale who will need to think about what happens to the proceeds and their long-term plans afterwards.
Your client's journey
Six steps. No surprises.
You can explain this to your client before they ever speak to us. At every stage, they can stop.
Your client can decline at any step
- 1
Between you and us
Agree how we work together
We talk with you first. Responsibilities, how introductions are made, how updates work and any remuneration arrangements are agreed in writing in advance, so any potential conflicts are clear.
- 2
Client permission
Your client gives permission
You only introduce a client who has agreed to it. We ask for the minimum information needed to make contact, nothing more.
- 3
Client-led
Introduction and discovery
We speak with your client directly. The first conversation is led by them: their circumstances, their priorities, their questions. No pressure to proceed.
- 4
Before any decision
Scope, fees and risks in writing
Before your client makes any decision, they receive in writing what the advice covers, what it costs and the relevant risks.
- 5
Client decides
Advice, only if suitable
We only make recommendations that are suitable for your client, and implement them only if your client agrees.
- 6
With permission
Agreed ongoing reviews
Any ongoing service is agreed with your client. Updates to you continue only with their permission.
Who does what
Clear lines, agreed in advance
You
- Your professional relationship with the client
- Your own professional services and specialist referrals
- Deciding whether an introduction is appropriate
Your client
- Whether to be introduced at all
- What they share, and with whom
- Whether to proceed with any advice
Castle Stonebridge
- Regulated financial advice where suitable
- Scope, fees and risks in writing first
- Updates to you only with permission
Any proposed arrangements between our firms, including remuneration and potential conflicts, must be considered and agreed transparently in advance and disclosed appropriately. This page does not offer referral fees. An introduction does not provide automatic access to client records.
Questions professionals ask
Straight answers
Will my client be pressured into buying something?
No. Your client leads the first conversation, receives scope, fees and risks in writing before making any decision, and is free to decline at any point. Recommendations are only made where suitable and only implemented if your client agrees.
Do you pay referral fees or commission for introductions?
A member of our team can discuss opportunities available depending on volume, case size and compliance requirements.
What information do you need when I introduce a client?
Only the minimum needed to make contact, and only after your client has given permission. Please do not send client details through the enquiry form on this page; it is for business enquiries only.
Will you keep me informed?
Where your client gives permission, we can share relevant progress updates with your firm so your work and ours stay coordinated. An introduction does not give your firm automatic access to the client’s financial information. Information handling is explained in our privacy policy.
Is there an online partner portal or shared client record?
No. We work through agreed, direct communication with you. There is no external portal and client records are not automatically shared.
Will you give legal or tax advice to my client?
No. We provide regulated financial advice. Legal work, wills, trusts and tax advice remain with you or the appropriate specialist.
Does introducing a client mean we have an exclusive arrangement?
No. Working arrangements are agreed individually with each firm, and your client is always free to choose whether to work with us.
Partnership enquiry
Let's talk about how we might work together
This is the start of a conversation, not a sign-up. Every enquiry is reviewed by our team, and any working arrangement is agreed with you before an introduction is made.
Prefer to talk? Call 01246 308249.