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Trust

When we match you with a specialist, they receive a short brief. Not your documents, not your account numbers: a clear picture of your situation and your question, so the first conversation is worth your time. Here is what that brief contains.

The brief

Illustrative example. Not a real client.

Introduction brief

Residence
Spain. UK citizen. Not a US person.
Situation as submitted
Two UK workplace pensions from previous employers. Intends to retire in Spain within roughly ten years. No current adviser.
Seeking
A regulated review of how the pensions are positioned for retirement in Spain, including whether consolidation makes sense in their circumstances.
Contact
Name, email, and mobile number, shared with the matched firm only, after the client has been informed.
Panorama of La Concha Bay and the coastal cityscape of San Sebastian, Spain

The example client lives in Spain. The brief tells the specialist that much and no more: enough context for a first conversation that starts in the right place.

Catalinush MCR / Pexels

The journey

The journey of an introduction brief from form to first conversationA four-stop path. First, you submit the form in about five minutes. Second, a person reads every submission; nothing is automated. Between the second and third stop sits a gate marked never auto-forwarded: your details go nowhere until you have been informed. Third, your brief goes to one matched firm only. Fourth, the conversation continues directly between you and the specialist, and Pharos steps back.NEVERAUTO-FORWARDED01You submit the formabout five minutes, your words02A person reads itevery submission, no automation03One matched firmyou are informed first04Direct conversationPharos steps backYour details pass one gate, once, with your knowledge.
We review every submission before any introduction is considered. Details go to one matched firm only, never to a list.

What is included

  • Who you are

    Your name and contact details, so the specialist can reach you directly.

  • Where you live

    Country of residence, because it decides which specialist can act for you at all.

  • Your situation, in your words

    The summary you submitted: what you hold, roughly where, and what prompted the enquiry.

  • What you want resolved

    The question you actually asked, so the first conversation starts in the right place.

  • US person status

    Whether US tax rules follow you, because it changes who we can introduce you to.

What is deliberately left out

  • Financial documents. We never ask for them, so none exist to pass on.
  • Account numbers, policy numbers, or login details of any kind.
  • Valuations or figures beyond what you chose to write in your own summary.
  • Anything not needed for a meaningful first conversation.

The brief exists to start the right conversation with the right firm. Everything deeper happens directly between you and the specialist, under their own regulated process.

A wooden jetty reaching into a calm sea at dawn
The brief exists so the first conversation is calm, informed, and worth your time. Everything after it happens directly between you and the specialist.SplitShire / Pexels

Good to know

The brief, answered

Is the example on this page a real client?

No. It is a representative illustration written to show the level of detail a specialist receives. We never publish real client information, anonymised or otherwise.

Will I know before my details are shared?

Yes. Nothing is auto-forwarded. You are informed before any introduction is made, and your details go to one matched firm only, never to a list.

See the full process
Why does the brief not include my financial documents?

Because the specialist does not need them to have a first conversation, and we have no business holding them. If the engagement proceeds, you share documents directly with the specialist under their own regulated process.

What does the specialist do with the brief?

It gives them the context for a meaningful first conversation: your situation, your location, and your question. From there the relationship is entirely between you and them. Pharos steps back and has no ongoing role.

How we vet specialists

Your brief starts with the form. No documents, no obligation, and nothing shared until you have been informed.

Start your request

We review every submission before any introduction is considered.