Pinnacle Global, your trusted offshoring and outsourcing partner Referral Programme Make an introduction
Pinnacle Referral Programme

Grow
Together

Many of our strongest client relationships have originated through referrals.

If you know a firm that would benefit from an offshore team, introduce us. When it becomes a client, you share in the revenue for as long as the relationship lasts.

Referral Reward

You receive

12.5%

of your referred client's monthly fees in year one, then 10% in year two and 7.5% from year three. For as long as they stay with us.

Plus up to £1,500 one-off
How it works

Three steps, and we take it from there

You make the introduction. We handle the rest, and keep you posted at every stage.

STEP 01

Introduce us

Send us the firm's name and a contact, or copy us both into an email. Whatever is least awkward for you.

STEP 02

We take the conversation

A discovery call, no obligation and no pressure. We represent you well, because your relationship is on the line too.

STEP 03

You share the revenue

When they complete their first month, you receive a one-off payment of up to £1,500. After that, a monthly share of their fees for as long as they stay: 12.5% in year one, 10% in year two, 7.5% from year three.

Referral calculator

What your referrals are worth

Choose part-time or full-time and how many firms you would introduce. This is your indicative share.

Run the numbers

Choose the placement type and how many firms you would refer in year one.

5 referrals
Your indicative share
One-off payment£7,500
Year 1 (11 months)£10,313
Year 2£9,000
Year 3 onwards (per year)£6,750

These rates are indicative and not a final measure. The one-off is paid once the referred client completes their first month, which is why year one counts eleven months. Nothing here forms a contractual commitment.

Ideal referrals

Who we would like to meet

If a business you know sits in one of these categories and is feeling capacity pressure, they are worth an introduction.

Accounting Firms

Practices needing bookkeeping, accounts preparation, tax compliance or payroll capacity.

Insolvency Practices

Case administration, creditor correspondence and reporting support.

Wealth Management Firms

Paraplanning, client reporting and back-office support for IFAs.

Payroll Bureaus

Processing capacity that scales through peak periods without new hires.

Professional Services

Legal, real estate and advisory firms carrying administrative load.

SME Businesses

Growing businesses that need a dedicated offshore team across any function.

Credentials

Our accreditations

You are putting your own reputation behind the introduction. Here is what stands behind ours.

Employer accreditations

Held by Pinnacle
ACCA Approved Employer, Trainee Development, Gold
AICPA and CIMA Certified Employer
ICB Certified Employer

Professional memberships

Held by individuals in our team
ICAEW Chartered Accountants
Chartered Accountants Ireland
CA India, Institute of Chartered Accountants of India
Institute of Financial Accountants

Data protection & assurance

GDPR compliant
ISO certified
PII Insured ICO Registered

Make an introduction

Send the details to Mayank and he will take it from there. No forms, no portal, no chasing.

or write to mayank@pinnacleglobalgroup.com

Helpful to include

  • The firm's name and roughly what they do
  • A contact name, and their role
  • The pressure they are under, if you know it
  • Whether we may mention that you sent us