Spread the word

We will make it worth your while

Refer a friend to your financial adviser

Do you know someone who has something going on in their life that means they will benefit from financial planning advice, why not let us know? We tailor advice to people's individual circumstances so you can be sure they'll be in safe hands. 

People don’t think twice about recommending restaurants or holiday destinations if you’ve had great food or a fantastic holiday. Similarly, we like to think that our services are also worthy of recommendation. The TPO team will consistently provide the best level of service for you and your friends and family. 
Our business has been built on your personal recommendations. To say thanks for being an advocate of TPO, once your friend or family member has qualified with a TPO adviser for their initial free consultation, we'll send you a gift. You can find all the gift options below and we’re confident you’ll find something you like* 
We are proud of the advice we give, and it shows by the clients who recommend us.  

Referring a friend is quick and easy

In just three steps, you can refer a friend to your TPO adviser. 

  1. Fill in and submit the referral form
  2. Your adviser will then contact your friend
  3. Once your friend has qualified, we will arrange your gift of thanks. 


Your choice of thank you gift 

We've hand-picked a variety of gifts to suit all tastes. From an experience of a lifetime, a Michelin star meal or a donation to a chosen charity - it's up to you.

*Terms and conditions apply. For full details read our booklet below


Virgin Experience Emerald Collection

Michelin star dinner

Luxury Fortnum and Mason Hamper

Donate to a chosen charity

Flowers to your door, for a year

Modern Fine Wine Subscription

Gift cards for luxury retailers

View our thank you gifts

Refer a friend today

Complete our form