For accountants

As an established accountant, you are fully aware of the challenges involved in gaining the trust and confidence of your clients. It only comes when you provide years of devoted service to both them and their families.

We have built up a close relationship with many accountants in the East Midlands and recognise that by combining our expertise, we can further benefit our clients and deliver an outstanding and seamless service.

A trusted partner for you and your clients

We appreciate the value of your client relationships. So you can be confident that we can provide advice that is independent, authorised and regulated by the FCA.

We collaborate extensively with accountants in managing the financial aspects of their clients’ matters, ensuring a joined-up approach both before, during, and following crucial financial decisions. Not every client will be ready to speak to a financial planner, so we will work closely alongside you to identify potential clients who are at the point where they need financial planning advice.

Our partnership is dynamic and mutually beneficial. Beyond offering support to your clients, we actively generate business opportunities to enhance your prospects. We prioritise a proactive relationship, ensuring continuous collaboration and shared success.

How we will work with your clients

If your client is a small business owner based in the East Midlands, we can help them preserve their wealth and reach their goals. We specialise in looking after owners of small family businesses, who are typically five to ten years from retirement. We help people work out their exit strategy and retirement, turning their hard-earned capital into income that won’t run out.

We will identify their future financial objectives and establish how much their present and future lifestyle will cost and the capital they will need to fund their retirement.

As you would expect, we will guide your client’s business through the highs and lows of its journey, offering expertise during the successes and support when things don’t go as expected.

How the referral process works

Leveraging our expertise, we can introduce the most suitable solutions to your clients, so they can move forward with confidence, knowing they have the best support team behind them. This is how the process will work:

1. You will refer your client to us, via the RQ website and we will establish whether they need our expertise.
2. We will work with them to create a clear plan for their ideal future life, using sophisticated software to visually bring it to life.
3. We will help them organise, optimise and maximise their resources, including their business and personal assets.
4. We liaise with you and your client throughout the process to ensure a joined-up approach.
5. We guide and encourage them towards achieving their ideal future and keep them on track as life and the world evolve.