HELP YoUR CLIENTS STAY PROTECTED – WITHOUT THE ADMIN.
You’re not expected to be a protection expert, but your clients expect you to spot risks.
We offer a simple, compliant referral route so your clients get regulated advice you can trust.
What We Do
Regulated financial protection advice for:
Business owners
and directors
Self-employed
professionals
Clients leaving employment and losing benefits
Areas we cover include:
Life cover
Critical illness cover
Income protection
Critical illness cover
Advice is provided through How Financial Review
Why Accountants Refer to Us
Referring to HOW? helps you:
No pressure, no pushy sales
Our process is calm, advisory, and entirely focused on helping clients make informed choices.
Clarity over complexity
We explain protection options in plain English so you can trust your clients are in good hands.
Full transparency
You’ll know exactly what your clients will experience — many accountants even try the process themselves first.
We invite referrers to experience a review first-hand – so you can see how we work before recommending us.
How It Works
1. Identify a potential gap.
2. Introduce us (email, phone, or booking link).
3. We handle the rest – free initial review, no obligation.
4. Optional updates keep you in the loop (with consent).
You’re not giving advice – just opening the door to trusted protection expertise.
WANT TO EXPERIENCE THE PROCESS YoURSELF?
Book a short call and see why accountants trust us with their clients.
Contact
How Financial Review is a trading style of How? Financial Review (Stockport) Limited which is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
How? Financial Review (Stockport) Limited is registered in England and Wales. Company Number 07181644. Registered Address Turner Business Centre C/O Beyond Accounting York 2 Tower House, Askham Fields Lane, York, England, YO23 3NU.
The guidance and/or information within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.