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 Pharos Introductions

How it works

From brief to first conversation. Speak to a specialist.

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

Five deliberate steps.

Every introduction at Pharos is earned by the rigour of what precedes it.

Send your brief

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 prepare the file

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.

Manual clearance

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.

Direct introduction

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.

Your next chapter

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

01

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.

02

No auto-forwarding

Your details are never automatically shared. An introduction only happens after deliberate, manual review and approval.

03

No financial advice

This is an introducer service. We do not give advice, manage money, or follow up on your behalf. We connect - and stop there.

Questions

Is there any cost to request an introduction?

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.

How long does it take?

Typically 2-5 working days from submitting your enquiry. Complex situations may take a little longer as we identify the right specialist.

Do you provide financial advice?

No. We are an introduction service - we connect you with regulated financial specialists. Any advice you receive comes from the specialist, not from us.

Who is eligible to use the service?

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

Start your request in minutes.

Manual review. No financial advice. No commitment.