.svg){kind=small}
.svg){kind=small}
.svg){kind=logo}
.svg){kind=icon}
Solicitor Referral Scheme
A structured partnership designed to support solicitors and their clients with estate planning and related services. We work collaboratively to complement your existing services while maintaining clear professional boundaries.
Professional Partnership
A Referral Structure Built on Clarity and Trust
Our Solicitor Referral Scheme is designed for legal professionals who wish to introduce clients to structured estate planning support while retaining confidence in service quality and professional integrity.We understand the importance of maintaining client relationships and clear regulatory boundaries. Our approach ensures that:
Clients receive a structured and professional service
Communication remains transparent
Professional responsibilities are clearly defined
The referring firm’s relationship with the client is respected
How It Works
A Clear and Structured Referral Process
We believe strong professional partnerships are built on clarity, defined responsibilities, and transparent communication.Our referral structure is designed to integrate smoothly with your practice while maintaining clear professional boundaries and protecting your client relationships.
Introduce Your Client
Where appropriate, you introduce your client to our team for specialist estate planning support. We provide a clear outline of the service scope and next steps before proceeding.
Structured Review & Documentation
We conduct a structured consultation, ensuring the client understands the process and the documentation being prepared.All services are delivered in accordance with current regulatory requirements and professional standards.
Ongoing Communication
Where agreed, we maintain appropriate communication with the referring firm and ensure transparency throughout the process.Your client relationship remains respected at all times.
Professional Standards
A Partnership Built on Compliance and Transparency
We understand that any referral arrangement must reflect positively on your firm and operate within clear regulatory boundaries.Our services are delivered in accordance with current professional standards, with defined scope, structured documentation, and transparent communication throughout.We do not seek to replace or compete with core legal services. Our role is to provide complementary estate planning support where appropriate.
Clear service scope and defined responsibilities
Transparent referral process
Regulatory and professional alignment
Frequently Asked Questions
Clear answers to common questions about our referral structure, compliance framework, and partnership approach.
1
Do you compete with solicitors for legal services?
2
How does the referral process work in practice?
3
Are referral arrangements compliant?
4
How are fees handled?
Unit 12-13,
Jacobean House
1 Glebe St,
East Kilbride,
G74 4LY
Thomas Bradley Legal Ltd are not regulated by the Law Society. Depending on the specific service you have engaged us for, we may collaborate with third-party partners, including solicitor firms, financial services firms, and accountancy firms.
Thomas Bradley & Co is an Introducer Appointed Representative of Funeral Safe Limited for the purpose of credit broking introductions only. Our firm reference number is 1018991. Funeral Safe Limited is authorised and regulated by the Financial Conduct Authority under firm reference number 765110 as a lender and broker. Registered Name: THOMAS BRADLEY LEGAL LTD. Registered in: Scotland. Company Registration Number: SC595391. Registered Address: Jacobean House Glebe Street, East Kilbride, Glasgow, Scotland, G74 4LY.