Referral Reward

Our advisors at One Financial Planning offer a wealth management approach to our clients, which goes well beyond the 'Money Management' offerings of traditional firms.

Do you know someone interested in retirement planning? If so, we'd love to get to know them and discuss how we can build a confident financial future, together.

Approved by Openwork Partnership on 27th of March 2023

Terms and Conditions

Please note, the referral is not based on completed business, it's based purely on the individual being referred. This is also a one-time reward, an additional reward will not be given for every referral made.

Your Privacy

We take your privacy seriously. Personal data submitted to One Financial Planning Ltd with this form will be treated in accordance with the Data Protection Act 2018. By submitting this referral form you expressly consent for the referee to be contacted in relation to your inquiry, without prior notice or arrangement, using the contact details provided on the form.

Name *
Advisor *
Name of individual referred *
Best method of contacting referee *
Email
Phone number
Best time to contact
Relationship to referee *
Gift voucher or donation to Openwork Foundation *
Any further details