Partner with Pension Pathfinder:

A Seamless Referral Solution for Solicitors and Accountants

We understand the value of “local” trusted partnerships. We offer a comprehensive referral agreement tailored for solicitors and accountants, ensuring your clients receive expert financial advice while you benefit from a streamlined referral process and competitive compensation.

Advisors on our Network are FCA authorised (Financial Conduct Authority)

Request a referral pack to get started. Once your agreement is in place, you'll be able to refer clients easily and track the status of your referrals in real time.

Our trusted advisors deliver expert guidance nationwide, managing £10s of millions in client assets

How it works

  • Refer Your Clients

    Simply connect us with clients in need of financial planning or pension advice.

  • Expert Financial Guidance

    Our advisors handle your clients' needs with professionalism and care, we work with some of the best names in the business.

  • Earn Referral Fees

    Receive compensation for every successful referral, with full transparency throughout the process.

Request a referral pack