Our Charity Referral Incentive
What is our charity referral incentive?
We believe in supporting our community. So, we’re planning to make a £50 charitable donation for every initial meeting we have that comes from a recommendation made by either our existing clients, our staff, or our professional partners. Whether the meeting takes place in person or remotely, we’ll make a donation.
Simply put, if you recommend your friends, family, or colleagues to us and we meet with them, we’ll make a £50 donation on your behalf.
Who should you introduce us to?
We work with people who are approaching retirement, those looking to pass down wealth, and high earners.
We offer clear, personalised guidance on a range of financial matters – including investments and savings, pensions, retirement income, pension transfers, and inheritance planning.
If you know someone who might benefit from a conversation with us, we’d love to be introduced.
We’re thrilled to announce that The Cowshed has been chosen as our charity partner!
Thanks to your votes, The Cowshed will receive our support through our new Charity Referral Incentive Scheme, and through ongoing activities, we will be reaching out to tell you about going forward.
This incredible charity helps individuals in crisis by providing clean, high-quality clothing and other essential items, free of charge. They assist people facing hardship, including those fleeing domestic abuse, experiencing homelessness, or struggling with financial difficulties. In addition to clothing, they supply bedding, toiletries, and baby equipment, while also running community craft groups that create handmade gifts for vulnerable individuals.
