A small thank you from us!

Client referral programme

First Wealth has been built on word of mouth and personal recommendations. Our referral programme is a small way of saying thank you to all the wonderful people who are kind enough to make referrals to us. We are always grateful for your support.

Research from San Fransisco State University found that people who spent their money on experiences rather than material items were happier and felt the money was better used.

With the above in mind, we’ve teamed up with fellow B Corp The Happy Prize Company to offer a £500 voucher which can be used towards a luxury getaway in the UK (we are also happy to make an equivalent value donation to a charity of your choice, if you prefer). This small thank you will be available to any First Wealth client who refers three or more people to us in a 12 month period. The person being referred in will also receive a 25% discount on their initial financial planning fee.

View Terms and Conditions

How to refer

If you have someone in mind who would benefit from a conversation with us, we’d love to hear from you. Referrals can be made via an introductory email to hello@firstwealth.co.uk, copying in the person you wish to refer, or via an email to your usual financial planning contact at First Wealth. If you prefer to call us, then please do on 020 7467 2700.

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