I need to refer my clients to a financial planner I can trust

Building something better, together

Your clients trust you for expert guidance, but when financial planning needs arise, you face a dilemma. Refer clients to the wrong firm and you risk damaging hard-won trust or losing control or the relationship. Yet if you can’t provide the specialist advice they require, what’s the alternative?

Answer: connecting with the right financial planners. Depledge has built our business around trusted professional partnerships, and with us as your IFA partner, you’ll enhance your offering, generate new revenue streams, and strengthen client relationships – all while maintaining the high standards your practice is known for.

A partnership built for your practice

Every professional practice has unique requirements and client demographics. We don’t believe in one-size-fits-all solutions, so we’ll work with you to develop an arrangement that fits seamlessly with how you operate.

Whether through formal introducer agreements, fee sharing, or profit share arrangements, we’ll create a structure that works commercially for both parties.

Your clients remain your clients

When you refer clients to us, you’re not handing them over – you’re expanding what you can offer them. We’ll work collaboratively as an extension of your team, ensuring consistent, high-quality service.

You’ll have full visibility and control throughout the process. Our advisers will keep you informed at every stage, and you’ll play an active role in your clients’ financial journey.

Compliance and expertise you can trust

As a Chartered, FCA-regulated firm with multiple industry accreditations, we provide the compliance support and technical expertise that gives you complete confidence, with advice for clients that meets the highest professional standards.

Our long heritage and award-winning track record demonstrate our commitment to excellence. When you partner with us, you’re aligning with a firm that shares your values.

Growing your practice together

This isn’t just about referring clients out – it’s about building mutual value. Our partnership creates new income streams for your practice while helping you retain and attract clients through an enhanced service proposition.

We’ll provide marketing support to help promote the financial planning service line to your client base. Together, we’ll generate new opportunities and deepen existing relationships.

Our clients speak

Every member of the Depledge team truly cares for our clients, but don’t just take our word for it. Here’s our feedback for all to see.

100

of clients were satisfied that we understood their needs, goals, aspirations, and objectives.

99.15

of clients believe that working with us has helped or will help them achieve their financial goals.

99.05

of clients who answered definitively would recommend us to their friends, family, or colleagues.

It was important my money matched my values, and Depledge made that possible

Clare

They’ve turned my financial worries into confidence and control.

Steve Richardson

Introducing clients is about trust, and with Depledge, we have total confidence.

William Annison

I was quickly convinced that Depledge was a company that I could work with and trust.

Financial Planning Testimonials

Rated and reviewed

VouchedFor is the UK’s leading independent review site for financial professionals. It makes us so proud to have hundreds of positive reviews from happy clients of all backgrounds. That’s a seal of approval that lets you know you can always count on us for sound, sensible advice. It is these reviews that have earned us a spot in the as a Top Rated Firm in VouchedFor’s 2026 guide, distributed by the Times and the Telegraph.