Earn £75, refer a friend to Thomas Oliver

Tuesday 6 December, 2022

Thomas Oliver have been delivering the highest quality friendly and professional financial advice to our clients since 2009. 

We know that our clients openly speak with their friends or family when they are seeking advice on financial matters and when they are looking for a sound referral.  

We would be delighted to extend our financial advice to help your friends or family that are seeking high quality financial advice, in the same way that we have supported you. They may be looking for a new mortgage deal, protection insurance policy or advice on investment and retirement planning, and we will be pleased to help.

So, we would like to offer you the opportunity to earn £75 for referring a family member or friend that is looking for financial advice. 

If your friend or family member have a fixed rate mortgage that is going to be ending its term within the next six months, then now will be the ideal time to start looking for their new deal. Simply introduce them to our mortgage broker team and we will help them to search the market for the mortgage to suit them. 

Then, should your friend or family member agree a new mortgage deal, insurance policy or any other of the wide range of financial services we provide, to say thank you for the introduction we will send you £75. The referral of £75 will be sent to you on the successful completion of a mortgage or protection policy.

It is important, however, to ensure you have their permission to engage with us, especially if you are acting on their behalf. Once you have their permission, simply follow this link to our Refer a Friend page and complete the form below. 

This is not limited to just for one referral, you can refer up to three friends or family each year, receiving £75 for each referral!

Debbie Bell, Financial Services Director in Cheshunt said:

“We are pleased to be able to offer this opportunity to our customers to refer a friend. We will be delighted to have the opportunity to provide them with the same high standard of financial advice we have provided over the years.” Debbie continued “The £75 is our way of saying thank you for the trust you have in our advice by referring us. We looking forward to hearing from you to start helping your friends and family”.

Refer a Friend

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