Do you have any like minded friends or family who might benefit from financial planning, support or guidance?
Do you know anyone who is….
Raising a family or building a business.
Getting divorced or dealing with bereavement.
Or someone who’s coming up to retirement.
You could make a real difference by referring them to us.
The benefits
For them
- A one-hour, zero -cost Lightning session worth £250
An enhanced pre-lightening session review of their financial information (worth £?)
For you
- A Harrods or M&S Voucher worth at least £50 if they become a Fully Guided client.
A £25 donation to a local charity made in your name.
How
Chat with them first so they know that you’re connecting us.
Then complete this form and hit send:
