Refer a friend

Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay £50, then £100 each after. And you can refer us to as many people as you like.

About the scheme

Over a decade ago, our founder, Julie Wilson, launched the original scheme, which promised to pay you £50 for every referral. From such a simple idea, we’ve spoken to more than 1,000 potential clients, thanks to you.

Now, to recognise our regular referrers, once you’ve made five referrals (counting all previous referrals you’ve made to us), we’ll increase the amount we pay to £100.


Read the Terms and Conditions

Three reasons you can recommend us with confidence...

We have more than 400 reviews on VouchedFor with an average score of 4.8/5.

We’re a Chartered firm, demonstrating our professionalism and commitment to increasing standards.

94.44% of our clients believe working with us has helped them to achieve their goals.

Here to help your friends, family, and loved ones

Here’s a quick pointer about who you can recommend to us.

We work best with people who:

Want help planning retirement

Are worried about Inheritance Tax

Need support with their existing investments

Own a business and want advice on their finances

Need advice on how to ensure their family is properly protected should the worst happen

Are facing a lifestyle change because of a change in their circumstances

Have a Defined Benefit pension they’re unsure what to do with

The rules

The person you’re referring should know they are being referred, and should expect communication from a PenLife Financial Planner

Only refer people actively seeking advice

You must provide the person’s full name and either a valid phone number or an email address

If a couple is referred, it’s treated as one referral

If the person you’re referring has previously been referred or is already a client unfortunately, it doesn’t count

This scheme can be amended or withdrawn at any time.