Refer a Friend

Recent research has revealed that the vast majority of our clients come from referrals made by existing clients.

As you might know, at iPlan, we tend not to invest heavily in marketing and advertising. Instead, we prefer to channel our energies into giving our clients the best possible service.

However, it's still important for us to grow our business — and that's something we think we can do together. For example, a number of our current clients have asked what's the best way for them to introduce a friend, colleague or family member who they think could benefit from our services.

No strings attached introduction

It's very simple. To refer someone to us simply complete the form below.

Please note, you should contact the people you intend to refer and inform them you are doing so. We want them to expect, indeed look forward, to a call from us.

Again, we'd like to emphasise that people you refer are under no obligation whatsoever. If they like what they read and want to find out more, that's fantastic! But if they think it's not for them, that's okay too!

By introducing a friend or family member to our services, you'll be putting them in touch with a trusted financial adviser, an essential pre-requisite to independent wealth.

Please refer to our privacy policy regarding the handling of personal information.