For professional introducers
Your client, still your client.
Estate agents, accountants, solicitors and other professionals introduce clients to us when something sits outside what they do. Here is what happens next, because the relationship you have built matters.
Why this comes up
An estate agent's buyer needs mortgage advice. An accountant's client wants to discuss pension planning. A solicitor's client has questions about financial protection. An introduction can help when a question falls outside your own service.
You could name a few firms and leave the client to choose, or introduce them to a firm whose work you know and trust.
The introducer circle
A small circle of firms we work closely with
We do not take introductions from everyone. We would rather know the firms we work with, and have them know us, so every client you send is looked after the way you would look after them yourself.
A direct line
One named contact at Lucro who knows your firm and the clients you look after.
Kept in the loop
With your client's permission, you hear what happened and what we recommended.
More, once you are in
Approved introducers get the detail we do not publish here, and the tools to make an introduction in minutes.
What happens when you introduce someone
We call them, quickly
Usually the same day, always within two working days. Nothing damages a referral faster than the client feeling passed along and then forgotten.
We tell you straight
If we are not the right answer for them we will say so, and we will tell you the same thing.
You hear back
With the client's permission, we tell you what happened and what we recommended, so you are not left wondering and you are not blindsided at the next meeting.
Introducer application
Request a place
Tell us about your firm and the clients you look after. We review every application personally.
Thank you. You are on the list.
We review every application personally and will be in touch about a short conversation.
Something went wrong sending your application. Please try again, or call us on 020 3751 5680.
What we will not do
We will not cross-sell your client the services you already provide. We will not take over the relationship. We will not put them on a marketing list without asking them first.
If we think another firm is better placed than us, we will tell you that too. An introduction we handle badly costs you far more than it earns us.
The regulatory part, briefly
Lucro Group Limited is an Appointed Representative of Quilter Financial Services Limited. Any formal introducer arrangement is documented, with the terms and responsibilities written down, so both sides know where they stand.
In practice most introductions start informally, with a conversation about whether we are the right fit for the kind of clients you look after. If a formal arrangement makes sense after that, we will walk you through what it involves before anyone signs anything.
Start with a conversation
We will explain what we do, where we are a good fit and where we are not, so you can decide whether you would introduce a client.
If it helps to see the detail before you introduce anyone, here is what we do on financial planning, on mortgages and on insurance, and how our advice process runs from the first meeting onwards.