For financial advisers, solicitors and accountants
Join the WealthPrism professional network.
Meet clients who've already done the fact-find.
Create your free profile and, when introductions open, get introduced to people looking for professional help.
Free to join. Sign up with Google or with your email address.
Example profileWhy take part in WealthPrism
Free to join
No listing fee and nothing to pay to join. You only pay us if a client we introduce hires you, the same way firms have always paid for introductions, and no firm can pay for a better place.
Checked professionals
Before introductions open, we check every registration and qualification we can, and your profile shows what we checked.
Clients who arrive prepared
People come to you knowing what they want to ask, because their report gives them a clear view of their own financial position.
Your clients stay yours
We never sell client data, and we never contact your clients to sell to them.
How it works for advisers
Create your account and profile
Sign up, then tell us who you are, the firm you work through, what you work on and how you charge.
We check your register entry
If you are on the FCA or SRA register, we will read your entry from it before introductions open, rather than asking you what is on it, and your public page will show what it says and the date we read it. Until then, your profile shows your number as you gave it. We look at every registration case by case.
Clients who choose you are introduced
When introductions start, a client who chooses you shares their report with you, and you decide whether to take the work on.
Where we are: adviser accounts are open, so you can create your profile now. Client introductions haven't started yet and no rate is agreed. Three practising Level 4 advisers are working with us on the product.
Your public profile
Your profile, working for you
A free public page that shows clients who you are, what has been checked and how you charge, at an address you can share wherever you look for business.
Financial adviser
Example profileSolicitor
Example profileAccountant
Example profileFirm
Example profileChecked, and it says so
Once we have read your entry on the FCA or SRA register, your profile shows it with the date we read it. Until then, it shows your number as you gave it. Qualifications carry a mark saying WealthPrism looked them up.
What you do and how you charge
Your areas of work, how you meet people, and your fees, published exactly as you enter them.
One address to share
Your page has its own WealthPrism address, and anyone can read it without signing in. Link to it from your website, your email signature or LinkedIn.
Ready for introductions
When introductions start, people can ask to be introduced to you from your page. We only publish a review from somebody who was actually introduced.
Free to join. Every page has the same layout and the same “Ask to be introduced” panel: WealthPrism does not rank or recommend firms.
Questions from advisers
What is WealthPrism?
A free check-up for big UK financial questions. A person starts with one question and gets a report showing what else it touches. If they want help, they can ask for an introduction to you.
Is it advice?
No. WealthPrism gives information about a person’s own position, not financial advice. WealthPrism Ltd is not authorised or regulated by the FCA. Advice stays with you and your firm.
Who are the clients?
People with a big money question, such as tax, trusts, passing on wealth or selling a business, who want the whole picture and can choose to speak to a professional.
What does early access mean?
Profiles are open now, so you can build yours and have it checked. Introductions start later, and we’ll tell you before they do.
What leads to an introduction?
Only a client who asks for one. You see their report first and decide whether to take it on.
What will clients arrive with?
Checked numbers, clear questions and a view of what is still missing. Less fact-finding, more time on the decisions that need you.
How does an introduction work?
After the report, a client who wants help asks for an introduction and chooses a firm. It is optional and separate from the report.
What do I need to do?
- Reply to an introduction within one working day.
- Two missed standards and your firm is paused until we review it.
- After each introduction, you and the client each rate how it went. Ratings are private: we use them to keep standards high, and we never rank firms.
When quotes open, you'll also be asked to send a quote within two working days.
What does it cost?
Nothing to join, list or per enquiry. If a client we introduce hires you, you pay us, the same way firms have always paid for introductions, and no firm can pay for a better place. No rate is agreed yet.
Who can join?
Financial advisers, solicitors, accountants and other professionals who help people with money, tax and legal questions. The more registers you are on, such as the FCA or SRA register, the more we can check and show on your page, and the more opportunities you get. We look at every registration case by case.
How are firms checked?
Before introductions open, we read your entry on the FCA or SRA register, check your status and look up your qualifications. Your register number appears on your profile, with the date we checked it once we have.
Will my profile appear without my say-so?
No. Your profile appears only when you choose to publish it.
What happens to client data?
We never sell client data. You see a client's report only when they choose you. Read our privacy notice.
Firms and partnerships
Talking to us as a firm, or about a partnership? Tell us about your firm. We'll reply with terms in writing.
You can also find WealthPrism on LinkedIn (opens in a new tab).
Make an enquiry
Set up your profile before introductions start.
Free to join. Sign up with Google or with your email address.