Refer A Friend

Do you know a friend, family member and/or colleague who would benefit from our service? Recommend them to Lifetime Planning, and we’ll reward you for every referral you make on completion of their mortgage. You’ll receive a £30 voucher as a thank you to spend at places like Amazon, John Lewis, Tesco and many more. The choice is yours!

There’s no limit to the number of referrals you make.

Terms & Conditions available on request.

1. Give Us Some Details
Fill in your and your friend's details below.

2. Lets Be Friends

We'll call your friend and get to know them. By then we'll know how we can help them with their mortgage.

3. Get Your Reward

We'll send you your £30 voucher when your friend's mortgage completes.

Let us know who you are

Refer-A-Friend: Website
  1. Your Name(*)
    Please let us know your name.
  2. Your Email(*)
    Please let us know your email address.
  3. Your Phone Number(*)
    Please enter your telephone number
  4. Friends Name(*)
    Please let us know your friend's name.
  5. Friends Email(*)
    Please let us know your friend's email address.
  6. Friends Phone Number(*)
    Please enter your friend's telephone number
  7. Please enter the letters shown
    Please enter the letters shown
    Invalid Input
  8. I'm not a robot(*)
    Invalid Input
  9. You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you and//or your friend with details of services and products in writing, by email or by telephone.


Terms and conditions

  • The person being referred must give your details to the adviser at the start of the call, the information given must be sufficient to enable us to identify the referrer.
  • There are no restrictions on the number of referrals you can make.
  • The £30 voucher is non-transferable, subject to availability, there is no cash alternative, and the voucher is payable per person and not per transaction.
  • Your voucher will be sent in 1 instalment via email including the e-voucher, within 31 days of the mortgage completing. 
  • This offer is available until further notice.
  • Lifetime Planning reserves the right to amend, vary or cancel these terms and conditions or to withdraw this promotion at any time.
  • Please ensure you have obtained the referred person's permission to pass their details on to us and for us to contact them.
  • To refer a friend, you must be a client of Lifetime Planning.