Clear and concise financial planning advice.

Refer a friend

Refer a Friend – Rewards for You and Them

We’re delighted to introduce our Referral Scheme, designed to reward both you and the friends or family you recommend.

When you refer a friend:

  • Your friend will receive a discounted Initial Consultation at £200 (normally £250).

  • You’ll receive a £50 Marks & Spencer’s voucher when your friend has booked and attended their consultation.

How it works:

  1. Complete the referral form below with your friend’s details.
  2. Your friend will then be invited to book their discounted Initial Consultation.
  3. Once they’ve attended their consultation, we’ll send you your £50 voucher as a thank-you.


It’s our way of showing appreciation for your trust and for helping more people access expert guidance.

Start referring today — and enjoy the rewards together.

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