For Advisers
A quiet referral route for the advisers who act for them.
Wealth managers, private bankers, lawyers and accountants refer clients to Orion One when a facility is needed.
The relationship stays yours
We work alongside you and your client, and we do not seek to replace the advice or the relationship you provide.
A clear scope
We arrange and coordinate the facility. Legal, tax and investment advice stay with the professionals who give it.
Confidential throughout
Your client’s position is not circulated. Introductions are selective and made with their consent.
How a referral works
Simple, and discreet.
- 1
You introduce the client, or ask us to speak to them with your agreement.
- 2
We discuss the objective with the client and tell you what is, and is not, achievable.
- 3
We arrange introductions and keep you informed through to completion.
Referral arrangements are discussed in confidence and agreed in writing.
Private Enquiry
Refer a client in confidence.
All enquiries are treated in strict confidence. David Lawless responds personally.