– PROFESSIONAL INTRODUCTIONS

Introduce with confidence.
Advise with clarity.

Real Wealth Partners is the regulated financial planning next step for clients who need joined-up advice. Pensions, investments, protection, IHT, retirement income — handled with the same duty of care your practice is built on. Register an introduction in under two minutes.

Register an introduction

What your client can expect

  • A call from a regulated adviser within two working days
  • A free, no-obligation initial conversation
  • Clear advice, no jargon, no pressure to proceed
  • Transparent fees, agreed in advance
  • Sensible coordination with your practice where helpful

– Why INTRODUCE to Real Wealth?

An advice partnership built for professionals.

We work alongside solicitors, accountants, mortgage advisers and other professionals because we share the same standard: regulated, evidence-led, and always on the client’s side. Every introduction is treated as an extension of your professional relationship — not the start of a sales process.

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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.

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Fast, structured response

Every introduction generates a unique reference and triggers an automated acknowledgement. Your client hears from a real adviser within two working days.

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We listen, then challenge — kindly

We’re comfortable telling clients to do nothing if that’s the right answer. Considered conversations, not commission-led pitches.

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Joined-up with your work

Probate, business sale, divorce, conveyancing — financial planning sits alongside many professional matters. We coordinate sensibly with your practice where it helps the client.

– HOW IT WORKS

Three steps. No friction.

01

Register the introduction

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.

– Register an introduction

Introduce 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.