Say yes to trusted partners

Most partners offer a choice of services. So you can choose to retain control of the advice process or refer the client and any associated advice risk.

We carefully check each of our partners before including them on our referral panel. This means examining their service standards, reviewing any complaints history and inspecting their client fees.

We also monitor our partners through net promoter scoring and peer reviews.



Chosen by you

Coming soon: Partners displaying our ‘Advisers’ Choice’ badge have rated exceptionally well in net promoter scoring and peer reviews.

If you receive a request to provide feedback, please share your thoughts so that we can keep an eye on our advisers’ experiences. All feedback is anonymised. You can also send feedback to