Introductions that arrive ready
We speak to every client before you do. By the time an introduction reaches you, we know what they want to invest in, the risk they're comfortable with, and that they asked to be introduced. No cold lists, no recycled leads.
Become a partnerWhy partner with us
Screened on a real call
Every client has had a 45-minute conversation with us before any introduction. If they're not serious, or your firm isn't right for them, you never hear about it.
Matched to your offering
We match on what the client wants to trade, their experience and their risk tolerance — against your markets, your account types and your onboarding requirements.
Genuine intent
Clients come to us asking to be matched. An introduction means they've heard why we suggested your firm and agreed to be connected.
Compliance built in
Our referral fee is disclosed to the client before any introduction, contact details move only with the client's recorded consent (UK GDPR), and we work exclusively with FCA-authorised firms and FCA-registered cryptoasset businesses.
A partnership, not a lead feed
We'd rather send you three right clients than thirty wrong ones. We ask what converted and what didn't, and tune the matching accordingly.
What an introduction looks like
Illustrative example — real introductions contain only data the client has consented to share.
- Interest
- Stocks, shares & ETFs
- Risk tolerance
- Discussed on call — moderate, long horizon
- Experience
- Some — held funds via a workplace scheme
- Timescale
- Ready to open an account this month
- Consent
- Recorded, with timestamp and policy version
How it works
- 1
A client books a call
Investors come to us through the site and book a free consultation.
- 2
We hold a screening call
Goals, experience, risk tolerance, and where they actually want to invest.
- 3
We match
We compare partner firms and pick the one whose offering genuinely fits.
- 4
Warm introduction
With the client's consent we connect you directly. From there, the relationship is yours.
Who we work with
We keep the panel small and hold it to standards we'd want as clients ourselves:
- FCA-authorised investment firms, or FCA-registered cryptoasset businesses
- Able to onboard UK retail clients
- Transparent, published fee schedules
- A responsive complaints process and a clean regulatory record
Partner with us
Tell us about your firm, your markets and your onboarding process, and we'll come back to you within two working days.
Email the partnerships teamenquiries@brokermatchme.co.uk