Partnership Enquiries
Britvex Advisory welcomes introducing partner relationships with professional advisors — solicitors, IFAs, mortgage brokers, business coaches and more. Enhanced referral terms, co-branding options and dedicated partner support.
Professional Partnership Opportunities
If you are a professional advisor whose clients regularly need accountancy, tax or business advisory services, a formal partnership with Britvex Advisory can provide structured, enhanced referral terms and a quality accounting solution for your network.
Many professional advisors — solicitors, IFAs, mortgage brokers, business consultants, HR advisors and others — have clients who regularly need high-quality accountancy and tax services. Rather than leaving clients to find their own solutions, a Britvex partnership allows you to confidently direct them to a trusted, qualified firm.
Our introducing partner programme is designed for professionals who refer clients on a regular basis — typically more than three per year. It offers enhanced referral terms compared to our standard client referral programme, along with a formal partnership agreement, dedicated support and access to marketing materials.
As a Britvex introducing partner, you receive a dedicated Britvex relationship manager who acts as your point of contact for all partner-related queries, client introductions and relationship management. This ensures that every introduction you make is handled with the same professionalism you expect from your own firm.
We can also discuss co-branded materials and cross-referral arrangements where appropriate — where Britvex refers clients requiring your services in exchange for introductions. This is considered on a case-by-case basis depending on the nature of the referring firm and the services they provide.
All partnership arrangements are subject to a formal Introducing Partner Agreement which sets out the terms of the relationship, commission or reward structure, marketing restrictions and confidentiality obligations. We do not operate informal or undocumented referral arrangements with professional contacts.
✅ Partnership Programme Features
- ✓ Formal Introducing Partner Agreement
- ✓ Enhanced referral terms vs standard programme
- ✓ Dedicated Britvex relationship manager
- ✓ Access to Britvex marketing materials
- ✓ Co-referral arrangements considered
- ✓ Regular partner performance updates
- ✓ Annual partner review and renewal
- ✓ Strict confidentiality provisions throughout
What to Expect
Why Choose Britvex
Trusted Accounting Partner
When you refer a client to Britvex, you are referring to a professionally qualified, HMRC registered firm — your professional reputation is protected.
Formal Agreement
All partnerships are documented via a Formal Introducing Partner Agreement — clear terms, clear expectations, clear protection for both parties.
Dedicated Relationship Manager
You have one named Britvex contact for all partnership queries — no generic support teams, no confusion about who to call.
Regular Performance Updates
We provide regular reports on the status of referred clients and referral rewards — transparent, consistent and timely.
By the Numbers
4 Mistakes to Avoid
Referring Without a Formal Agreement
Undocumented referral arrangements create uncertainty about terms, rewards and obligations. A formal Introducing Partner Agreement protects all parties.
Referring Clients Who Are Not a Good Fit
Protect your professional reputation by only introducing clients whose needs align with Britvex’s services. A quick conversation with your relationship manager beforehand prevents mismatched introductions.
Not Disclosing the Referral Relationship to Clients
In regulated industries, advisors may be required to disclose referral or commission arrangements to clients. Always check your own regulatory obligations and make disclosures where required.
Entering a Partnership Without Due Diligence
Always confirm that any firm you partner with is professionally qualified, regulatory compliant and insured. Britvex welcomes verification requests — our registrations and qualifications are a matter of public record.
Transparent Fixed Fees
Introducing partner rewards are agreed individually based on the nature and volume of introductions. Contact us to discuss terms.
No setup charges. Fixed fee agreed upfront before you commit.
All-inclusive fixed monthly pricing — no hourly rates, ever.
Free no-obligation consultation. No pressure, no commitment.
Frequently Asked Questions
Interested in a Professional Partnership with Britvex?
Join over 1,200 UK businesses who trust Britvex Advisory. Book a free consultation — no commitment required.