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Who knew referring could be so rewarding?
Sharing with family and friends is always a great idea. If 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?
Our business has been built on your recommendations and we tailor advice to people's individual circumstances so you can be sure they'll be in safe hands. To say thanks for being an advocate of TPO, once your friend or family member has qualified for their free initial consultation, we'll send you a gift*.
For every successful referral, you’ll receive either a John Lewis gift card or a charity donation. We offer £400 to clients of TPO, and £200 if you’re not yet a client.
Referring a friend is quick and easy
In just three steps, you can refer a friend to a TPO adviser.
- Fill in and submit the referral form.
- We will then contact your friend.
- Once your friend has qualified, we will arrange your gift of thanks.
You can choose a charity donation as your gift; either a cause that you're passionate about, or you can support one of our chosen charities.
Our TPO chosen charities are organisations close to our hearts that we support with our own internal fundraising, as well as referral donations.
CHSF supports the Leeds Congenital Heart Unit (LCHU) as a world-class centre of excellence and provides the funding and resources needed to treat babies, children, teenagers and adults living with congenital heart disease.
Restore Our Planet works to address environmental and biodiversity challenges across the globe. A key objective of our business is to have significant positive impact; 25% of our future value will be gifted to Restore Our Planet.
If you have a cause that you’d like to support, we’re happy to donate to a charity of your choice. Your charity must be registered in the UK, for example we have previously donated to Dogs Trust, The British Heart Foundation and The Guide Dogs for the Blind Association.
*Terms and Conditions
- You will only receive your gift once your friend has been qualified for an initial consultation.
- To qualify for an initial consultation, your referral will require a minimum of £100,000 of savings, pensions or investments.
- We will contact you within 28 days of qualification to arrange your gift of thanks.
- Upon receiving the gift, please see the company’s terms and conditions.