Refer us to your family and friends. Everyone needs a LIFT

We would be delighted if you refer us to your friends and family: Everyone needs a LIFT.

We feel there is nothing better than when our clients enjoy their experience with us, and as a result, are happy to recommend us to their business associates, contacts or family members.

If you know someone who is interested in any of the services we offer, please complete the form below and our team will get in contact with them. If your referral becomes a client of LIFT-Financial, we will happily make a donation of £100 to our current chosen charity.

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Terms & Conditions apply. Please below for the full Terms and Conditions.

Your contact details

Name*

First Name Last Name

Email*

Phone*

If you are an existing client of ours, please provide the name of your adviser

Referee contact details

Name*

First Name Last Name

Email*

Phone*

Terms & Conditions

The donation will only be made once the referred person becomes a client of LIFT-Financial Group. A client is someone who has accepted and implemented financial advice from LIFT-Financial Group. Family member does not include spouse/partner. More than one referral can be made and a donation for each successful referral will be made. No cash alternatives. LIFT-Financial Group reserve the right to withdraw the scheme at any point without prior notice. The referred person will be informed that a charity donation is being made on your behalf. Your personal information will not be shared with the referred person.

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