Home Financial Planning Accountancy physique provides referral platform for Planners

Accountancy physique provides referral platform for Planners

Accountancy physique provides referral platform for Planners


Accountancy skilled physique ICAEW has partnered with know-how agency RQ to launch an internet platform for chartered accountants and Monetary Planners to refer purchasers.

The ICAEW stated the platform would assist strengthen shopper relationships for each accountants and Planners.

The platform may also allow accountants to refer purchasers to mortgage brokers and different monetary professionals.

John Gaskell, head of non-public Monetary Planning on the ICAEW, stated: “We’re happy to have labored with RQ to design this know-how platform which is able to allow ICAEW members to collaborate with different professionals on advisory providers.

ICAEW Chartered Accountants have a protracted and profitable monitor document serving to SME companies stay aggressive, and this software program will assist strengthen shopper relationships and drive extra worth.”

RQ will present ICAEW member corporations with free entry to its referral platform in change for enter and help from the skilled physique.

Dave Robinson, director of Centurion Chartered Monetary Planners, stated: “My agency, Centurion Chartered Monetary Planners, normally receives round 60 new shopper enquiries every month, round 85% of that are normally launched by legal professionals or accountants. Inter-professional collaboration is central to our agency’s progress technique.”

The launch of the platform is a part of a wider drive by the ICAEW to assist accountants reap the benefits of know-how options that may drive enterprise progress.

RQ is a know-how agency which goals to energy collaborative relationships between skilled providers corporations. It supplies diagnostic instruments to assist professionals higher perceive their purchasers, a compliant and safe technique of referring purchasers, and a safe technique of sharing knowledge.



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