Refer a friend or family member
We’re making it more rewarding for you to introduce your friends and family to us so that they too could enjoy the value of personal financial advice.
And what’s more, if the introduction is successful, both you and the person you referred will get to choose from a range of luxury gifts as our way of saying thank you.
Speak to your adviser to make a referral today.
How it works
Make your introduction
Introducing your friends and family couldn't be simpler, just tell your adviser that you know someone who you believe could benefit from personal financial advice. You can either give your adviser the contact details of your friend or family member, or pass on your adviser's contact details to them.
We'll get in touch
We'll contact your friend or family member and begin with a free, no obligation conversation to understand if our service is right for them. There are no hidden fees or charges, and they'll only pay if they choose to go ahead with the recommendations in their personalised financial plan.
Enjoy your rewards
If the friend or family member you introduce decides to proceed with the advice recommendations from their personal financial plan with us, and becomes a new client, we will reward you both to say thank you.
There is no limit to the number of introductions you can make. You can recommend Schroders Personal Wealth to as many people as you wish, whenever you think we could help. There is no obligation for you or your friend or family member at any point during the referral process.
Common questions about referring
Is there a limit to how many referrals I can make?
No – there is no limit to how many people you can refer to us, and for every successful introduction you'll be offered a gift to say thank you.
Is there a minimum threshold/criteria for the person(s) who are being referred?
No, there are no minimum investment or income requirements to be referred to Schroders Personal Wealth – we would be delighted to be introduced to any of your friends or family members who you think could benefit from our services.
Please note that some products have minimum investment amounts, but this information will be covered during the advice process.
Is there any obligation for the person I refer to become a Schroders Personal Wealth client?
There is no obligation for the person you introduce to become a Schroders Personal Wealth client. There are no hidden fees or charges and they will only pay if they choose to go ahead with the recommendations in their personalised financial plan.
How do I become eligible for the reward as a result of making a referral?
If the person you introduce to us takes our advice recommendations and becomes a client, you and the person you refer will be eligible to choose a reward from a range of luxury gifts.
How will I know if a referral I make has been successful?
Once the person(s) you introduce to us becomes a new client, we'll send you an e-mail communication to confirm. This will then be followed by an e-mail communication from Simply Thank You who provide the gift options. This second e-mail will enable you to choose your gift and organise delivery.
What are the Terms and Conditions?
You can find details of our terms & conditions here.