Referral partners
When your client needs a financial plan.
Your client may have a growing business, a change in income or a decision that reaches beyond one area of advice. Obsidian can help them consider the personal financial implications.
Useful moments for an introduction
- A business sale being considered
- An inheritance
- Approaching retirement
- A strong income without a clear plan for the surplus
How an introduction works
With your client’s permission, introduce us by email or share our booking link. We discuss their needs and whether we can help. Where our work overlaps, we agree how to coordinate with you and keep the client informed.