Built by professionals,
for professional referrals.
Conifer is referral infrastructure for regulated professional services firms, built by people who have spent their careers inside wealth management, financial advice, law, property and technology.
A reviewed network, and the process beneath it.
Conifer helps regulated professional services firms send, receive, manage and evidence client referrals. We replace informal, relationship-led introductions with a reviewed network and a structured referral process, so firms can introduce clients with confidence and show the reasoning behind every choice.
We were built by people who have worked inside these firms, across wealth management, financial advice, law, property, sales, finance and technology. We understand the compliance pressures, the time constraints and the reputational stakes, because we have lived them.
Referrals matter too much to leave to memory.
Referrals are one of the most valuable channels in professional services, yet the process is still largely run on memory, personal networks and email. When a client needs expertise beyond a firm's own, finding the right professional too often relies on guesswork, and the reasoning behind the introduction is rarely recorded.
Conifer exists to professionalise that moment: to give firms a broader view of suitable professionals, a clear rationale for the recommendation, and a tracked record of what happened next.
Where we are going.
Our mission
To become the essential infrastructure for professional referrals across the UK high-net-worth ecosystem, helping every regulated professional connect clients with the right specialist, confidently and transparently.
Our vision
A market where every professional intermediary instinctively turns to Conifer for high-net-worth referrals, and where well-matched, well-evidenced introductions are the standard rather than the exception.
What we hold ourselves to.
Excellence
We connect clients only with high-calibre professionals who meet rigorous standards of technical knowledge, service quality and ethical conduct. Every referral reflects that standard.
Integrity
Trust is the foundation of every referral. We protect it through transparent processes, ethical practice and a deep respect for confidentiality.
Client centricity
We place the client's needs at the heart of every referral, helping professionals act in their clients' best interests with introductions based on verified expertise and genuine relevance.
Innovation
We evolve the platform continually, using technology thoughtfully to make trusted referrals smarter, faster and more useful to the professionals who rely on them.
Accountability
We support professionals in upholding high standards through a transparent, structured referral process, and we measure our success by the outcomes clients achieve.
Independence
We rank matches on client fit, never on commercial influence. Placement on Conifer cannot be bought, so the introductions firms make can always be made on the merits.
One network, many professions.
Solicitors & legal
Refer clients needing financial, tax or property expertise, with the rationale recorded.
Accountants & tax advisers
Connect clients to investment, legal or insurance specialists who complement your advice.
Wealth managers & IFAs
Refer clients who fall outside your remit, and receive well-matched introductions in return.
FX brokers
Be found for currency work tied to property, investment and cross-border needs.
Insurance brokers
Reach clients whose wider needs surface through the network, and refer outward when they arise.
Property professionals
Introduce clients to financial, legal and tax specialists around a transaction.
Experience across the professions we serve.
Alex MacEwen
Founder & Director, Wealth ManagementAlex spent over 20 years in financial services, including 13 years at BlackRock, and founded The Wealth Consultant in 2019. His practitioner-level understanding of advisers' capabilities, track records and client fit underpins the credibility of Conifer's matching.
Simon Landale
Founder & Director, Financial AdviceSimon brings over 20 years in financial services, with deep expertise in advice, regulation and client outcomes. He founded his own advisory firm in 2022 on a client-first ethos and understands the compliance pressures advisers carry.
Sarah Parsons
Founder & Director, PropertySarah is a chartered surveyor with 15 years in UK property and estates at Strutt & Parker, and has held a directorship in a financial advice firm since 2023. Her credibility with high-net-worth clients and advisers, and her grounding in property and estates, bring real-world authority to the network.
Chris Porter
Founder & Adviser, TechnologyChris has over 20 years building complex systems at PwC, IBM and Oracle, and founded 6point6, later acquired by Accenture. He provides strategic oversight of Conifer's architecture and platform delivery.
Sam Buchanan
Chief Executive OfficerSam brings hands-on platform and startup execution, alongside a training in investment management and financial services. He understands client service, the trials and tribulations of winning business, and the relationship network that connects professional services firms.
Mickey Wallis
Head of SalesMickey leads how Conifer works with the firms joining its network. He brings over a decade of B2B sales experience, taking early-stage solutions to market and building scalable processes from the ground up, with particular depth selling complex technology into regulated professional environments.
Will Taborn
Adviser, LawWill brings over 30 years of senior legal experience and is the founder of Taborns and Mitre Law. His expertise in legal services, governance and professional standards underpins Conifer's compliance-first approach and the standards expected across the network.
Will Mundow
Fractional CFOWill is an experienced finance leader and founding partner of Londway, which supports growing companies across the UK and Ireland. He has held Finance Director and CFO-level roles, including at MSL through its acquisition by Publicis Groupe, and brings rigour to Conifer's financial management and the integrity of its commercial model.
Designed to support judgement, not replace it.
Professional referrals sit in a regulated environment. Conifer is designed to help firms make and evidence better introductions; it does not replace their judgement or their obligations.
Each referral can carry the client need, the rationale, consent, fee disclosure and the eventual outcome on a single record, giving firms a clearer, more defensible account of how a decision was made. Each firm remains responsible for meeting its own regulatory requirements.
There is no pay-to-rank. Placement on Conifer cannot be bought, and matches are ranked on client fit rather than commercial influence.
Join the Conifer network.
Conifer is free to join and selective by design. Membership is by application: every firm is reviewed for regulatory standing, quality of practice and fit with the network.