– For Charter Group member firms
The financial planning partner your clients deserve.
When tax planning meets life planning, Real Wealth Partners is the regulated next step for your clients. Pensions, investments, succession, IHT, retirement income — joined-up advice that respects the work your practice has already done. Submit a referral in under two minutes.
What your client can expect
– Why refer to Real Wealth?
An advice partnership built for practitioners.
We work alongside accountants in the Charter Group network because we share the same operating standard: regulated, evidence-led, and tax-aware. Every referral is treated as an extension of your client relationship — not the start of a sales process.
FCA regulated, independent advice
Real Wealth Partners is authorised and regulated by the Financial Conduct Authority (FRN 1037186). Whole-of-market, with no ties to product providers.
Fast, structured response
Every referral generates a unique reference and triggers an automated acknowledgement. Your client hears from a real adviser within two working days.
Tax-aware financial planning
Pensions, ISAs, EIS, BPR, capital gains, dividends, IHT — we plan with the tax position in mind, and stay in lane on what’s regulated and what isn’t.
Right alongside your year-end
Business sale, succession, retirement income, family wealth — financial planning often sits alongside the work you’re already doing. We collaborate sensibly where it helps the client.
– HOW IT WORKS
Three steps. No friction.
01
Submit the referral
Use the secure form below. It takes around two minutes. You’ll receive a confirmation email with a unique reference ID.
02
We make contact
One of our regulated advisers calls your client within two working days, at a time that suits them, with no obligation.
03
You stay informed
We confirm contact has been made and provide updates at sensible milestones, respecting your client’s data and consent.
– Make a referral
Refer a client to Real Wealth
Please complete the fields below. The referrer will receive an automated confirmation with a unique reference; our team will be in touch with your client within two working days.
We treat client data with the same duty of care you do. Real Wealth Partners uses the information you provide solely to make contact about this referral and to keep you informed at sensible milestones. Read our privacy notice.