Building Strategic Partnerships That Matter
We've spent years connecting with financial professionals who share our commitment to accurate net worth assessment. Our partnership network spans across the UK, from independent advisors to established wealth management firms.
Three Ways We Work Together
Each partnership model addresses different needs. Some firms want white-label solutions, others prefer referral arrangements, and a few seek direct collaboration on complex cases.
White Label Solutions
Your brand, our calculation engine. We provide the technical infrastructure while you maintain complete client relationships. Monthly licensing starts at £2,400 with full customization options and ongoing support.
Referral Programme
Send us your complex net worth cases and earn 15% of project fees. Perfect for accountants and solicitors who encounter high-net-worth situations but lack specialized valuation expertise.
Joint Ventures
For substantial portfolios exceeding £50M, we collaborate directly on valuation projects. Shared expertise, shared responsibility, shared revenue based on contribution and complexity.
Partnership Success Stories
Started with our referral programme in early 2024, then moved to white-label after six months. Their client satisfaction scores improved by 23% once they could offer comprehensive net worth assessments in-house. Now processing 40+ valuations monthly.
This Manchester-based firm needed help with international property valuations for their expat clients. Our joint venture model worked perfectly – they handled client relationships while we managed complex overseas asset assessments. Generated £180K in combined revenue over 18 months.
Their challenge was turnaround time. Clients wanted rapid net worth statements for mortgage applications and investment decisions. Our white-label solution reduced their average completion time from 3 weeks to 4 days.
Partnership Application Process
Initial Discussion
We start with a 45-minute conversation about your current services and client base. No sales pitch – just understanding whether partnership makes sense for both parties. Most calls happen within 48 hours of your inquiry.
Capability Assessment
If there's mutual interest, we'll ask for three sample cases (anonymized) that represent your typical requirements. This helps us understand complexity levels and determine the best partnership structure.
Trial Period
Rather than jumping into contracts, we prefer a 90-day trial with agreed parameters. You'll handle 2-3 real cases using our systems, giving both teams confidence in the working relationship.
Partnership Agreement
Successful trials lead to formal partnerships with clear terms, revenue splits, and performance expectations. We avoid lengthy contracts – most agreements run 12-24 months with straightforward renewal options.
Ready to Explore Partnership?
Most partnership discussions start with a straightforward conversation about what you're trying to achieve. We're looking for firms that value accuracy over speed, understand complex financial situations, and want to grow their service capabilities.
Start the Conversation