How it works ...
Get £50 Each! They get £50 off their mortgage or wealth advice fee! You choose either a £50 One4All voucher or £50 off your next review.
Step 1
1. Know Someone Who Needs Financial Advice?
Think of friends, family, or colleagues who might benefit from expert mortgage or financial planning advice. Whether they’re buying their first home, remortgaging, or looking to grow their savings — we’re here to help.
💡 Tip: You don’t have to be a current client to refer someone!
Step 2
2. They Mention You When Booking
When your friend reaches out to us, all they need to do is mention your name and that they’re using our Refer a Friend Scheme when booking their appointment. This helps us link the referral to you and ensure you both get rewarded.
📲 You can also message us directly using the form below to let us know who you’re referring!
Step 3
3. They Get £50 Off Their Fee
Once your friend books their mortgage or financial planning appointment, they’ll receive £50 off their fee — a thank-you for being referred and choosing us to support their financial journey.
✅ Applies to both mortgage advice and wealth planning services.
Step 4
4. You Get Rewarded Too!
As a thank-you for spreading the word, you’ll receive your own reward:
🎁 £50 One4All gift voucher — to treat yourself
OR
📉 £50 off your next mortgage, protection, or financial planning review
It’s our way of showing appreciation for your trust and recommendation!
Terms and Conditions – Voucher Offer
This voucher offer is available exclusively to clients who complete a qualifying mortgage or investment through Allisons Financial Planning Ltd.
Vouchers will only be issued after the successful completion of the mortgage or investment.
A transaction is considered complete once all necessary legal and financial steps have been finalised and funds have been fully disbursed.
This offer is not transferable or redeemable for cash.
Allisons Financial Planning Ltd reserves the right to withdraw or amend this offer at any time without prior notice.
