CHARTERED FINANCIAL PLANNERS

Refer a Client

If you know someone who could benefit from our services, simply email us to introduce them.

Map of the areas covered by Liberty Partnership

We recognise that our clients have played and still play an important part in the growth of Liberty Partnership, and we have decided to reward this loyalty with a ‘refer a client scheme’.

For every client that you refer who subsequently transacts business with us, we will send you a £50 Gift Voucher as a way of saying thank you.

Email us or complete the form with the details of the person you’d like to refer to us at advice@liberty-partnership.co.uk and we will contact them to arrange an appointment.*

Your Name

Your Phone

Your Email

Their Name

Their Phone

Their Email

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Message

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 with details of services and products in writing, by email or by telephone.

* We will arrange the £50 voucher when your referral completes business with Liberty Partnership.

Refer a Client

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