Client Area

Refer A Friend

Refer a friend for a chance to win £100 voucher

We believe financial planning should be accessible to everyone. That’s why we’re rewarding you for referring your family and friends! At Informed Financial Planning, we’re passionate about helping people achieve their financial goals, and we know the best compliment we can ever receive is a referral from a happy client like you.

Here’s how it works:

  1. Refer a friend or family member (or anyone in need of financial advice): Simply ask them to fill out the short form on this page.
  2. We’ll reach out: We’ll schedule a no cost, no obligation initial meeting to discuss their financial goals.
  3. Everyone wins: As a thank you for the referral, you’ll be entered into a prize draw for a chance to win a fantastic £100 John Lewis voucher!
Refer A Friend

Someone has recommended you use Informed Financial Planning’s services! Complete the form below to get one of our Financial Planners to call you and arrange a no cost, no obligation initial meeting. T&C's below.