Partner workspace
Northstar Tax Advisory
Fictional company used to demonstrate the proposed experience.Business onboarding
Complete verification
Self-service registration gets the application started. HENRY reviews regulatory status, expertise and commercial fit before any provider becomes discoverable.
3 of 4 steps complete
Consented introductions
Referral pipeline
highearnernotrichyet.co.uk/r/northstar-demoPrototype link
| Reference | Customer need | Stage | Introduced | Next action |
|---|---|---|---|---|
| HNY-1048 | Bonus and pension planning | Booked | 2 Sep | Consultation |
| HNY-1042 | Complex PAYE return | Contacted | 29 Aug | Await response |
| HNY-1037 | International tax | New | 27 Aug | Accept |
| HNY-1029 | Tax-efficient remuneration | Completed | 21 Aug | Outcome update |
Fictional, minimised referral data. A production system would show only information the customer consented to share.
Privacy-safe intelligence
What the audience needs
Tax & adjusted income32%
Pensions & salary sacrifice25%
Mortgage & property19%
Financial independence14%
Career & compensation10%
Highest-intent momentBonus allocation
Customers using the tax tool are most likely to explore specialist support after modelling income above £125,140.
Aggregate insight only—never individual financial profiles.Relevant, transparent partnerships
Build a useful campaign.
Future partners can propose an educational briefing, contextual placement or referral journey. Every commercial element remains clearly labelled.