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Does your firm have a process for vetting and monitoring your referral partners? When you introduce a client to a Financial Planner, are you confident you are referring them to THE most appropriate firm? Are you certain that the manner in which you refer them is in-keeping with your obligations to the ICAEW, SRA or FCA?RQ's Due Diligence and ongoing monitoring service helps you refer high quality Financial Planners to your clients with confidence and total peace of mind.Up until now there hasn't been a way to objectively assess the quality and credibility of a Financial Planning firm. We're on a mission to change that.Our unique, tech-enabled Due Diligence and Rating system means we can assess and continuously monitor the UK's best Financial Planners.
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