Refer A Friend
Give the gift of financial confidence to a loved one.
If you have benefitted from support and advice from PenLife, then why not let others know? Our Yorkshire-based, no-nonsense financial advice has been valued by our customers since 1984.
If you do refer a friend, we will send you a £50 reward to say thank you!
Remember, there’s no limit to the amount of people you can refer!
Please see below for the terms and conditions.
To invite your friends to join PenLife, please kindly fill in the form below.
£50 Referral T&Cs
- To qualify for the £50 payment, the Referrer must provide the Referree’s full name and either a valid phone number or an email address.
- The Referrer* should refer people they know who are actively seeking advice.
- The Referree should be aware that they are being referred and should expect contact from a PenLife Financial Planner.
- If the Referree* has been referred in the past, the Referrer will not qualify for the £50 payment.
- If a couple is referred, it is treated as one referral and the Referrer will receive one £50 note.
- The £50 payment will be posted to the Referrer’s home address upon receipt of the required information, in the form of a banknote+.
- There are no limits to the number of people that can be referred.
*Referree = The person who has been referred to PenLife
*Referrer = The person who has made the referral to PenLife
+We can do bank transfers if you prefer, just give us a call and let us know.
What our clients say
"I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently. "
"If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands, look no further. We know from our own experiences over 35 years that PenLife are outstanding in all respects."
"Thank you for all the advice you gave me. It came just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well-timed intervention. I can't thank you enough."
"Very happy with the service I have received. I have already recommended PenLife to friends and family."
"Everyone I have dealt with has always been really helpful and answered any questions I have had in a timely manner. I have already recommended you to friends and colleagues, so hopefully they will be in touch. Many thanks for all your help."
"Everyone has been so friendly. Thank you."
"I've already recommend PenLife to a friend."
"I have been extremely impressed with how PenLife have been so easy to deal with. They have explained everything in a very uncomplicated way so that I can maximise my investments for the future."
"PenLife have a friendly, professional approach with no jargon. Everything is explained in plain English!"
"Everyone was so pleasant and friendly when you entered the office reception. We felt we were real people and not just numbers. Thank you to all."
It’s all about developing relationships
We’re here to be your trusted adviser and guide. We’d love to arrange a no-obligation chat with you, over the phone or over a coffee.
Get in touch
Got a question about financial matters? We’re here to help.
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