How to refer or introduce people to me
Many clients, business connections and friends introduce me to their friends, business associates, and colleagues. For this I am very grateful, and I would of course appreciate if you would introduce me as well.
But who would I prefer to be introduced to? Basically, people that need help with:
> Setting up and manage a savings plan
> Managing lump-sum investments
> A UK pension review
So if you are happy to recommend people to at least have a brief meeting with me, here is how you could introduce us:
> Send an email to us both (send to email@example.com)
> Write a recommendation on my LinkedIn profile and refer to it
> Pass on their contact details to me
> Any other way you feel more suitable
Thank you so much.