– For quality solicitors firms
Refer with confidence.
Advise with clarity.
When your client needs joined-up financial advice, Real Wealth Partners is the considered next step. Pensions, investments, protection, inheritance — handled with the same duty of care your firm is built on. Submit a referral in under two minutes. We’ll take it from there.
What your client can expect
– Why refer to Real Wealth?
Built around your client’s best interests — and yours.
We work with solicitors across the Quality Solicitors network because we share a standard: regulated, evidence-led, and on the client’s side. Every referral is treated as an extension of your firm’s 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.
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.
Joined-up with your matter
Probate, divorce, conveyancing, business sale — financial advice often sits alongside legal work. We coordinate sensibly with your team where it helps the client.
– HOW IT WORKS
Three steps. No friction.
We work with solicitors across the Quality Solicitors network because we share a standard: regulated, evidence-led, and on the client’s side. Every referral is treated as an extension of your firm’s relationship — not the start of a sales process.
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.
