You’d like to recommend someone you know
We’re on a mission to help as many people as possible get more from their money. And as someone who knows the importance of long-term financial planning, you could play a key part in helping us to do that.
The person you’re recommending can be anyone you know: a friend, family member or even a work colleague. Even better, you can recommend us to as many people as you like. (This person can’t be a spouse or civil partner and must live at a different address to you. And they also can’t already be a Skipton financial advice customer.)
What you need to do
Simply tell your friend or family member that you think they could benefit from our help. (The person you’re recommending will need at least £20,000 to invest or be happy to commit to investing at least £500 per month. If they have existing investments they would like us to review, they need to be worth at least £50,000.)
Send them our way
If they’re interested, point them our way. You can ask them to visit this website or get them to scan the QR code on the flyer if you have one.
That’s your job done
If the person you refer takes us up on our advice, we’ll send you both £250 each.
Someone you know has recommended us
Great, we’d love to help you too.
- Perhaps you want to get your savings working harder over the long-term (5+ years).
- You’d like to discover more options for building your wealth.
- You’re wanting to plan with confidence for major goals – like a fulfilling retirement.
- You’re looking to leave a stronger legacy for your loved ones.
Whatever it is, we’re here to listen to you and understand your all-important needs. We want to help you find a solution that’s right for you – and hopefully give you and your friend an extra £250 in your back pockets.