Client referral programme terms and conditions

First Wealth Ltd 2021. The initial client referral programme will run from 30 November 2021 until 1 December 2022 and is subject to change or be withdrawn at any given time if necessary. The programme will be open to any client who has referred three or more potential clients to us in a 12-month period from 30 November 2021 to 1 December 2022. Referrals can be made by an introductory email to, 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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