When this support is useful
You need legal, accounting, surveying or another independent professional service for a UK project and want to explain the requirement clearly before comparing scope and fees.
What you can ask me to deliver
A focused professional brief
The task, location, timing, existing advisers and the questions the professional needs to consider.
An introduction with permission
An agreed summary shared with a relevant independent provider where available, without circulating unnecessary personal information.
A clear handover
Who is responsible for the next contact, what information is needed and whether any further coordination has been agreed.
Agree the work before it begins
We confirm the objective, deliverables, timetable, reporting arrangements and the person authorised to give instructions. I explain the proposed fee and any agreed travel or third-party costs before you decide whether to proceed. A change in scope needs agreement.
What to prepare
- Nature of the matter
- Jurisdictions and timing
- Existing advisers
- Permission to share a short introduction
Start with a general outline. Detailed financial, identity or confidential transaction documents should follow only through the secure route agreed for your engagement.
Your questions, answered
Do I have to use the professional you introduce?
No. You choose the provider and review their terms, qualifications, scope and fees. You can appoint someone you already know instead.
Link to this answer ↗Does an introduction mean the provider will accept the work?
No. The independent provider decides whether it can act, including its own checks, competence, capacity and any conflicts.
Link to this answer ↗Will my documents be passed on automatically?
No. We agree what can be shared and with whom. A short project summary is usually enough for the initial introduction; sensitive documents follow the appropriate secure route.
Link to this answer ↗You retain the commercial and investment decisions. Independent professionals remain responsible for their advice. Consultancy does not include regulated investment, legal or tax advice, construction certification or handling client money. Mortgage and protection advice is a separate engagement through Mortgage Force (UK) Ltd.