Refer A Client

If you have a client that is seeking some expert advice in the area of Wealth Management, then Positive Solutions can help.

By completing the simple form below, one of the Positive Solutions advisers will make contact with you to discuss your client’s requirements in more detail.

All of the Positive Solutions advisers are trained on how to operate with accountancy firms. They understand "ethics”, “professionalism”, “faith and trust” are all key factors in running a successful practice. Each and every IFA that works with an accountancy firm has been through a rigorous training session on how to integrate and work within an accountancy firm.

If you would like to refer a client then please complete the form below. Fields marked with an * must be completed.

 

I have a client who needs assistance with one or more of the following:

Mortgage
Investments
Pensions /Retirement Planning
Protection

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Wealth Management

If you would like to discuss this in more detail please contact us: