Refer a Friend

Referrals from existing clients are very important to us. We will always have time to talk to your family, friends or colleagues to see if our services could be of benefit to them.

Free Gift 

When you refer a friend or family member to us, and it results in us gaining a new client, as a thank you, we would offer you a choice of one of the following gifts: 

  • £100 worth of John Lewis vouchers
  • Bottle of vintage champagne
  • Fortnum and Mason food hamper
  • Champagne afternoon tea for two at the Celtic Manor Resort

Referrals from existing clients just like you are our most important source of new clients. We will always have time to talk to your family, friends or colleagues to see if our services could be of benefit to them.

A free, no-obligation meeting

The first meeting with us is always free of charge and without obligation. Anyone who you refer to us will have nothing to lose and everything to gain. You will never be wasting our time by referring somebody to us.

Referral details 

All you need to do is complete the form with the details of each person you are referring and press ‘send’.

 

A free consultation with our financial experts

Take advantage of our free consultation and get all your questions answered by our financial experts – call us on 029 2050 8000 or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and with no obligation.