Human first
Every submission is read by a person - not parsed by an algorithm. That is the only way fit and compliance can be properly assessed.
How it works
Every submission is read by a person. No algorithm decides. One deliberate introduction - to one specialist, chosen for your situation.
No financial advice. No obligation.
The process
Every introduction at Pharos is earned by the rigour of what precedes it.
Submit a short structured questionnaire. No documents needed yet - just your situation, your location, and what needs resolving. Takes about five minutes.
Five minutes. No documents. No obligation.
We organise your information into a clear review brief. This gives any specialist we identify the context needed for a meaningful first conversation - not a cold introduction.
Built to brief the specialist, not to file away.
A person reads every submission. We assess eligibility, fit, and compliance before any introduction pathway is considered. No algorithm decides.
A person reads every submission. No algorithm decides.
If the fit is right, we make a single, deliberate introduction to one specialist firm. No broadcast. No blind referral list. One match, made carefully.
One match. One firm. Always deliberate.
From here it is yours. The specialist engages with you directly. Pharos steps back entirely - we have no ongoing role in the relationship.
We step back. The relationship is entirely yours.
Our principles
Every submission is read by a person - not parsed by an algorithm. That is the only way fit and compliance can be properly assessed.
Your details are never automatically shared. An introduction only happens after deliberate, manual review and approval.
This is an introducer service. We do not give advice, manage money, or follow up on your behalf. We connect - and stop there.
Questions
There is no fee to use our introduction service. Our specialists pay a referral fee if an engagement proceeds - you pay nothing to receive the introduction.
Typically 2-5 working days from submitting your enquiry. Complex situations may take a little longer as we identify the right specialist.
No. We are an introduction service - we connect you with regulated financial specialists. Any advice you receive comes from the specialist, not from us.
We work with internationally mobile individuals - expats, overseas professionals, and cross-border families. We do not provide introductions to UK residents.
Have more questions? See our full FAQ.
Ready to begin
Manual review. No financial advice. No commitment.