Family & Friends

We’re proud of our reputation as a firm that places people and clients first and are delighted when they recommend us to their friends, families and associates.

In turn, we hope that the services we have provided to you have encouraged you to bring your friends and family the same benefits. As a token of thanks, we would like to give you a Marks and Spencer voucher for £50 every time you recommend a friend or family member and they invest £10,000 or more through us (either via new monies or transfer of existing assets).

What’s more, once your friend or family member is registered with us, we will offer them a fee-free overview of their existing portfolio, and should they wish; a selection of expert recommendations.

To receive your £50 voucher please ask anyone who you recommend us to, to give us your name and address when they speak to one of our team at the time of discussing their first investment with us.