Approach a referral partner

I work in marketing at an accountancy firm. Help me approach a business that could refer clients to us.

Context: Solicitors, financial advisers, mortgage brokers, banks and bookkeepers refer steadily when they trust the firm with their client. Software providers and funders also send work.

Before you start, ask me for anything missing from this list:
- Who they are and who they serve
- What we could do for their clients
- What we can offer in return and what we cannot

Then:
1. Open with what their clients need.
2. Suggest one small way to start.
3. Keep it under 120 words.

Give me:
- The first message
- A follow-up
- Three talking points for a call

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- Any commission or referral fee, and how it is disclosed to clients
- Introductions for investment or mortgage business, against what we are authorised to do
- That client information is shared only with consent