Refer a Client

If you have a client who is seeking some expert advice in the area of Wealth Management, then Positive Solutions can help.

By completing the simple form below, one of the Positive Solutions advisers will make contact with you to discuss your client’s requirements in more detail.

All of the Positive Solutions advisers are trained on how to operate with Law firms. They understand that "ethics”, “professionalism”, “faith and trust” are all key factors in running a successful practice. Each and every IFA that works with a law firm has completed a rigorous training session on how to integrate and work within a Law firm.

If you would like to refer a client then please complete the form below. Fields marked with an * are mandatory.

 

I have a client who needs assistance with one or more of the following:

Estate Planning / Probate
Personal Injury
Trusts
Matrimonial
Wills
Elderly / Long Term Care

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