Refer a Friend & Celebrate with Exclusive £50 Rewards!
Indulge in a shopping spree with a complimentary £50 High Street Gift Voucher, courtesy of our referral program and your friend benefits from a generous LMC Wealth £50 discount on their broker fee.
There’s no limit on this offer. Invite as many friends as you like!
Have a friend who could benefit from some expert advice?
Our success has been fuelled by your recommendations, with most of our business coming from word-of-mouth referrals. It’s your trust and support that keeps us going.
In gratitude, we want to extend a heartfelt ‘Thank You!‘
How the offer works
Have you been referred by a friend? Fantastic! Start by submitting your details through our new client referral contact form. Don’t forget to include your friend’s information who directed you our way.
Our expert advisers are ready to connect with you for a fee-free initial consultation to explore your financial plans, circumstances, and goals.
When you take up our advice following the consultation, it’s rewards all around: you’ll receive a £50 discount on your broker fee, and as a thank you, we’ll send a £50 High Street Gift Voucher to the friend who referred you.
It couldn’t be any easier!
Get Started
Just fill out the referral form with your details alongside the information of the friend who referred you.
We Connect
Once submitted, we’ll reach out to set up a fee-free initial consultation with one of our advisers.
Enjoy the Benefits
After the consultation, if you choose to proceed with our services, you’ll receive a £50 discount on your broker fee. As a thank you for the referral, we’ll also send a £50 High Street Gift Voucher to your friend who recommended us.
Ready to get Your Exclusive £50 Rewards? Click Below!
What are the terms of the offer?
1. The offer is that subject to these terms and conditions, we’ll send existing customers of LMC Wealth a £50 High St Gift Voucher for each friend they refer to us who pays us for advisory services within six months of the referral. The friend will receive a discount of £50 off their broker fee when they take advice from us.
2. You must refer a friend to receive advice from our advisory team by sending your friend the personalised link to the ‘Refer a friend’ form which we have provided to you. To be eligible, the form much be completed and submitted to us by using the link.
3. You must be an existing LMC Wealth / TM Financial Planning Ltd customer in order to refer a friend.
4. The friend you refer must be eligible to receive advisory services from us, and pay us for advisory services within 6 months of the receipt by us of the completed refer a friend form.
5. Only available to UK residents over 18 years of age
6. There is no cash alternative to the gift voucher on offer.
7. The friend you refer must give us permission to confirm to you that they have paid for advisory services in accordance with these terms.
8. You must not be an employee or relative to an employee of TM Financial Planning Ltd.
9. Please note, in distributing your refer a friend link, you consent to your name being mentioned in our communications with your friend.
10. Only one voucher of £50 will be made per friend referred. This means that you will not receive a voucher where your friend has already been referred to us by another customer.
11. There is no limit on how many friends that you can refer to us.
12. This offer will be governed by Northern Irish law and in participating you submit to the jurisdiction of the Northern Irish courts.
13. We may extend or withdraw this offer at any time. Details of any such amendment, extension or withdrawal will be posted on our website
14. Unfortunately, this offer is not available on referrals for insurance products
Let’s Get Started!
*By filling in this form you are accepting the terms of the offer that are listed on this page.