RQ for financial planners

Collaborate with professionals.
Grow your firm.

2nd

largest source of new clients for financial planners is from professional referrals

80%

of accountants say they could materially increase the number of clients they refer to financial planners

43%

of solicitors refer at least one client a month to a financial planner

Make collaborating with your firm a joy

Connect

Power the growth of your firm

Join our growing community of like-minded, client-centric professionals to build and deepen collaborative relationships.

Use RQ to deepen collaboration with existing professional connections and establish new ones.

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Empower

Identify your next clients

The busy accountant and solicitor often struggles to identify which of their clients might need, want and enjoy financial planning support. Most lack the knowledge, confidence or time to engage with their clients on personal finance matters.

RQ’s tools and content help your professional connections identify your next client.

Collaborate

Facilitate effortless client collaboration

When introducing clients to a financial planner, professionals want a seamless experience for their clients and to remain in control and be kept up to date.

RQ facilitates effortless client introductions and collaboration – delivering superior client outcomes.

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Grow

Incentivise your collaborators in a compliant, professional way

Joint Ventures and fee-sharing agreements can be costly to set up and painful to administer.

RQ’s fully compliant partnership structure makes commercial collaboration straightforward and hassle-free.

Pricing

Basic

£99/Mo

per FCA-registered adviser

  • Basic profile
  • Receive referrals
  • Make referrals

Growth

£199/Mo

per FCA-registered adviser

  • Everything in Basic, plus:
  • Premium Profile
  • RQ Certification*
  • Benchmarking data and insight
  • Dedicated account manager

Coming soon

Supercharge

£249/Mo

per FCA-registered adviser

  • Everything in Growth, plus:
  • Access to white-labelled content
  • Access to RQ events

Enterprise

Custom pricing

for companies with more than five advisers

* RQ Certification will only be given to those that ‘make the grade’

RQ for financial planners

Collaborate with professionals.
Grow your firm.