As a valued Accolade Financial Planning client, we would like to present you with an opportunity to receive a referral reward voucher of £50 for your choice of either Amazon, John Lewis or Marks and Spencer.
If you have a friend or family member looking for help with financial matters we would be happy to help them with a free initial consultation.
All you need to do is ask them to contact us on 01444 223750 or info@accoladefp.co.uk and for them to let us know you have referred them to us. Should the consultation lead to them becoming a client of Accolade Financial Planning, you will promptly receive the voucher of your choice as a thank you. Please also note the terms and conditions below.
T&C’s
Refer a Friend Terms & Conditions
- The reward for referring a new client to Accolade Financial Planning is a £50 voucher for either John Lewis, Amazon or Marks and Spencer.
- Anyone referred must be over the age of 18 and a resident of the UK.
- Rewards are only valid if the referral isn’t an existing client of Accolade Financial Planning.
- In the event of a referral being received from difference sources, the reward will go to whichever referral was received first.
- It is the responsibility of the person that’s been referred to clearly inform the firm of the referrers name etc. (The referrer cannot pass on the referred client’s information to the firm, nor can the firm call the referred).
- The person you have referred must let us know that you have introduced them.
- The referral reward will be paid once the referred becomes a client of Accolade Financial Planning by proceeding with the advice recommended.
- Insurance Products are not included.
- No cash alternative offered
- There is no limit to the number of referrals that can be made.
- There is only one reward offered for each new client introduced (a joint application is considered to be one client).
- With regards to any disputes regarding the referral Promotion, the decision of Accolade Financial Planning is final.
- This scheme may be withdrawn at any time.
