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 £25 voucher as a thank you to spend at places like Amazon, Tesco, Pizza Express and many more. The choice is yours!
There’s no limit to the number of referrals you make.
Terms & Conditions available on request.
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Let us know who you are
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 £25 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.