How We Match Clients with
the Right Professional
Whether your client needs a wealth manager, financial adviser, solicitor, accountant, tax adviser, insurance broker, FX broker, or private banker — our intelligent matching platform finds the right fit, based on 29 dimensions of suitability.
A Smarter Way to Refer Your Clients
When a client needs professional services outside your own expertise, the quality of your referral matters. A poor match wastes their time, damages your credibility, and puts the client relationship at risk. A great match strengthens the trust they place in you as their primary adviser.
Conifer is a professional services matching platform built for solicitors, accountants, financial advisers, tax advisers, and other professionals who regularly refer clients to specialists. Instead of relying on personal networks or guesswork, our algorithm evaluates every available professional against your client's specific circumstances — their wealth, risk profile, family situation, tax complexity, location, communication preferences, and more — to produce a ranked shortlist of the most suitable matches.
We work across the full spectrum of professional services that high-net-worth and ultra-high-net-worth individuals typically need.
Services We Match
Wealth Management
Discretionary & advisory investment management
Private Banking
Bespoke banking, lending & multi-currency services
Financial Advice
Independent financial planning & pension advice
Legal Services
Wills, trusts, estate planning & family law
Tax & Accounting
CGT, IHT, non-dom planning & chartered accountancy
Insurance Broking
High-value home, life & specialist cover
FX Broking
Property purchases, transfers & hedging
Property & Estates
Estate agents, land agents & property managers
How the Matching Process Works
Our matching algorithm evaluates every client-professional pair across 29 weighted dimensions. This is not a directory or a simple postcode search. It is an intelligent system that considers the full picture of what your client needs and what each professional actually offers.
You Tell Us About Your Client
Complete a short questionnaire covering their circumstances: the services they need, investable wealth, risk appetite, tax situation, family needs, location, and any preferences for advisor age, gender, language, or Sharia compliance. Most fields are optional — the more you provide, the more precise the match.
Our Algorithm Scores Every Professional
Each professional on our platform has completed a detailed profile covering their expertise, qualifications, fee structure, portfolio approach, client capacity, and more. The algorithm scores your client against every relevant professional across all 29 dimensions, weighting each factor according to how much it matters for that client's specific circumstances.
We Deliver a Ranked Shortlist
You receive a ranked list of the best-matched professionals, each with an overall suitability score and a dimension-by-dimension breakdown showing exactly why they were selected. No hidden algorithms, no pay-to-rank — every match is based purely on suitability.
We Learn and Improve
If a match isn't quite right, you tell us. Our feedback system uses your corrections to train the algorithm, adjusting the weighting of different factors over time. The more referrals you make, the smarter the system becomes at understanding what matters most for your clients.
What We Match On
Every match is scored across 29 dimensions covering the client's financial needs, personal preferences, and practical requirements. These include both hard factors like investment risk profile and fee structure, and softer factors like shared interests, communication style, and professional rapport.
Matching Dimensions
Built for Professionals Who Refer
Conifer is designed around the reality of how professional referrals actually work. Solicitors handling probate need to recommend a wealth manager who understands inherited wealth and IHT planning. Accountants advising on a business sale need to connect their client with a financial adviser experienced in CGT optimisation and entrepreneur relief. Tax advisers working with non-domiciled clients need a private banker comfortable with multi-jurisdictional structures.
In each case, the referring professional's reputation is on the line. Our platform exists to make that referral with confidence — backed by data, not just a name from a contact list.
For Solicitors
You regularly encounter clients with complex financial needs during estate administration, divorce proceedings, trust formation, and property transactions. Referring them to the right wealth manager, financial adviser, or tax specialist requires confidence that the professional can handle the specifics. Our platform matches your client's legal situation with professionals who have demonstrable expertise — whether that's IHT planning, matrimonial settlements, or trust administration.
For Accountants & Tax Advisers
Your clients trust your judgement. When they need investment management, insurance broking, or private banking services, the professional you recommend reflects directly on your practice. Our matching algorithm considers the client's tax complexity, business structure, and financial goals to find professionals who complement your existing advisory relationship — not compete with it.
For Financial Advisers & Wealth Managers
Not every client is the right fit for your firm. Whether the investable assets fall outside your range, the client needs a specialism you don't offer, or your capacity is full, our platform lets you refer outward with confidence while maintaining the relationship. We also match clients who need complementary services: a solicitor for their will, an accountant for their self-assessment, or an FX broker for their overseas property purchase.
For Insurance & FX Brokers
Your clients' financial needs extend beyond your core service. When a high-net-worth client needs wealth management advice, or a business owner needs tax planning alongside their insurance review, our platform connects them with the right specialist — and connects you with a broader network of professionals who can refer clients back to you.
Transparent, Impartial Matching
Our algorithm ranks professionals purely on suitability. There is no pay-to-rank model, no sponsored placements, and no hidden commercial arrangements that influence results. Every professional on our platform meets the same vetting standards, and every match is driven by the same objective criteria.
The matching logic is fully explainable: every recommended professional comes with a score breakdown showing how they performed on each dimension. You can see exactly why one professional was ranked above another, and make an informed decision before introducing your client.
Start Making Better Referrals
Join the network of solicitors, accountants, financial advisers, and specialists who trust Conifer to match their clients with the right professional.
Register Your PracticeFrequently Asked Questions
How does the matching algorithm decide which professional is best for my client?
The algorithm evaluates every professional on the platform against your client's profile across 29 weighted dimensions. These cover financial factors like risk appetite, investable wealth, and fee sensitivity, as well as personal preferences like location, language, advisor gender, and communication style. Each dimension produces a score from 0 to 100, and the weighted sum determines overall match quality. The system continuously improves as referring partners give feedback.
I'm a solicitor. Can I refer a client who needs both a wealth manager and a tax adviser?
Yes. You can specify multiple service types in a single referral. The platform will produce separate ranked matches for each service — for example, a shortlist of wealth managers and a separate shortlist of tax advisers — all based on the same client profile. This is common in estate administration, where clients often need investment management, tax advice, and ongoing financial planning simultaneously.
How do you vet the professionals on the platform?
Every professional completes a detailed profile covering their qualifications, regulatory status, expertise, fee structure, and client capacity. We verify FCA authorisation where applicable and review professional credentials. Profiles are further enriched by parsing the professional's biography and firm website to extract additional specialisms and compliance signals.
Is there a cost for referring professionals to use the platform?
Referring professionals — solicitors, accountants, financial advisers, and others who send clients to the platform — use the service at no charge. The platform is funded by the professionals who receive referrals, ensuring that matching remains impartial and cost-free for the referrer.
Can I refer a client who needs Sharia-compliant investment management?
Absolutely. Religious and ethical requirements are a core matching dimension. The algorithm identifies professionals with demonstrable Islamic finance qualifications, Sharia-compliant product ranges, and relevant expertise — drawing from their certifications, professional profile, and enriched biography data. The same applies for ESG-focused investing and other values-based requirements.
What happens if the match isn't right?
You can provide feedback directly through the platform. Our built-in learning system records your correction and uses it to retrain the matching algorithm, adjusting dimension weights so future matches better reflect what matters most for your clients. Over time, this creates a system tuned to your referral patterns and professional standards.
Do professionals pay to appear higher in the rankings?
No. Rankings are determined entirely by the matching algorithm based on suitability. There are no sponsored placements, pay-per-click fees, or commercial arrangements that influence ranking position. Every professional is evaluated on the same objective criteria.