As a Fingerprint Financial Planning client, you understand the level of service we provide you, and the expertise we bring.
We believe that everyone deserves to receive professional financial advice and understand that everyone’s circumstances are different. That is why the advice we give is always individual to you.
But remember that we can give that same level of tailored service to your friends and family too.
The Fingerprint “Refer a Friend” scheme is one way in which we can grow our business and improve the range of services we offer. The scheme helps us to help more people, making sure you and your loved ones live the life you want, with a sense of financial wellbeing and peace of mind.
By referring a friend, it is not only your loved ones that benefit, but you’ll also receive a reward from us too.
Keep reading for a reminder of how the scheme works.
Refer a friend and receive a financial reward
Fingerprint currently has more than 230 five-star Google reviews, which is a huge testament to the consistently good service we offer. We’d also, though, like to thank you for taking the time to leave a review.
Our dedicated team works hard to understand our clients’ aspirations, providing a unique service that is individual to you and your goals. By building long-term relationships we can keep your finances on track, whatever happens in the wider world, and however life events change your priorities.
If our service has provided you with financial wellbeing or peace of mind, you might know others who could benefit from our service too.
As a sign of our appreciation – and of the pride we feel in our own business – when you refer someone to us who later becomes a Fingerprint Financial Planning client, you receive a £50 voucher of your choice. Not only that, but for every subsequent referral, we’ll give you a further £100 voucher.
It’s now even easier to refer a friend to us
The Fingerprint team has decades of combined experience and training as well as a proven track record in helping a wide range of clients.
Whether you want to refer a friend approaching retirement, a business-owner relative with a young family, or a son or daughter looking to get onto the property ladder for the first time, we can help.
Our financial planners and advisers have the expertise to help with mortgages, life insurance, pensions, investments, tax planning and more.
And to make it even easier to refer a loved one to us (and receive your £50 or £100 voucher), you simply need to fill in the below form.
Just be sure your friend is aware you are making the referral, then enter their details and submit the form.
We’ll do the rest!
We love helping you achieve your financial life goals and we could soon be doing the same for your family and friends too.
You could opt to support a local charity
These vouchers can be for anywhere you like and are yours to keep. However, we also give you the option to donate this money to charity. If you choose to donate, Fingerprint will match your generous donation.
That means for your first referral our chosen charity partner would receive £100, and on each subsequent referral that amount would rise to a massive £200.
Your amazing generosity – alongside Fingerprint’s own charity fundraising efforts – helped to raise an amazing £2,890 for My Shining Star in 2022.
This year, we hope to do even better for our new charity partner, North Kent Mind. An independent mental health charity providing support throughout Dartford, Gravesham, Swanley and Medway, stay tuned for the news of our charity plans as the year progresses.
Get in touch
Refer a friend now or contact us if you have any questions about your own financial plans in 2023. Get in touch by emailing hello@fingerprintfp.co.uk or calling 03452 100 100.
