How UK professional firms manage referrals
See how accountants, financial advisers, and law firms across the UK track referrals, maintain compliance, and prove value with RQ.
Customer Stories
See how accountants, financial advisers, and law firms across the UK track referrals, maintain compliance, and prove value with RQ.
- Centurion — Financial planning firm that saves 30 hours per month by replacing complex joint ventures with trackable, compliant referrals.
- Cheetham Jackson — Leading IFA firm managing referrals across 90+ partners with full visibility and compliance oversight.
- Nordens — UK top-100 accountancy firm with visibility across 33 partner relationships and 32 staff members.
- MAP Accountants — Accountancy firm that improved partner relationships and gained compliance visibility.
- Dua & Co — Accountancy practice building stronger partner relationships with ICAEW DPB compliance.
- Vintage Wealth — Wealth management firm maintaining compliant, transparent professional referral partnerships.