Charity referral incentive

Support our new Charity referral incentive and help a great cause

Following our recent poll, we’re delighted to share the results with you!

Firstly, we’d like to thank each and every one of you who spared a few moments of your time to vote or share our poll.

We’re delighted with the response we’ve had. It really goes to show how much you care about our community.

Without further ado, the winner of our poll is…

Harry’s Rainbow

Harry’s Rainbow supports children and young people, 0-25, and their families in a number of ways. Their mission is to ‘Give bereaved children a brighter tomorrow’ by facilitating connection with other children and young people in similar circumstances, to help relieve isolation and loneliness and also promote healthy living and wellbeing. Everything they do is age-appropriate, and their Family Liaison Officers, and trained volunteers, work to ensure all age groups are catered for. This support includes but is not limited to:

Rainbow Groups (split into key-stage groups)
Resources, books, and memory boxes
Trips and activities
Therapeutic mentoring
Short breaks at their Rainbow Retreat
School support
Children’s Grief Awareness Week

We’re excited to be raising money for the charity over the next year through our charity referral incentive.

What’s the new incentive programme, and how does it benefit Harry’s Rainbow?

We’ll be making a £50 charitable donation for each person you recommend to us who books an initial meeting.

There’s no cost for an initial meeting and there’s no requirement for them to become clients.

Simply put, if you recommend them to us and we meet them, we’ll make a £50 donation on your behalf. And we’ll see if we can improve their financial situation.


Who you should introduce to us

You know that you need to take control of your finances to live the life you want, but do your friends, family, and co-workers?

With that in mind, the clients we work best with are:


Approaching retirement: They may be five years away from retirement or slightly more, but have the end goal of a blissful retirement in mind. We work closely with them, removing the hassle and jargon. Helping them to gain full control over their financial security and help protect their family’s future.

Enjoying retirement: Retirement should be a chance for them to reap the rewards of a lifetime of hard work. But for many, it’s marred by money worries. We’re here to give them peace of mind that everything is going to be all right.

Creating a legacy: They may be in a position to leave something behind for future generations to build upon. We can ensure more of their wealth ends up in the right hands and that it is protected from Inheritance Tax.

9 more reasons you should introduce us

We focus on lifestyle rather than finances

We’re all about providing freedom to make the big decisions you need to get to where you want to be.

We’re a female-orientated team

As a predominantly female team, we’re proud to be part of the Women in Finance Charter – supporting women to pursue a career in financial services.

We provide a truly personal service

We will listen to the ins and outs of your life to ensure we make the right decisions for your specific circumstances.

We’re an independent firm

Our independence allows us to offer unbiased advice and tailor our recommendations to you.

We’re Chartered and Accredited

These gold standards of our profession acknowledge our expertise and professionalism within the field.

We hold strong morals and values

You can expect a level of service, care and empathy that only a boutique financial planning firm with strong values can provide.

We’re here for the long run

As our team has grown, so have our clients – many have stayed with us through generations.

We’re a highly qualified team

We’ve received a raft of recognition for having the knowledge, skills and experience to deliver a first-class service.

You can check out our reviews on Google and VouchedFor, where we have 5/5 and 4.9/5 ratings, respectively.

We utilise modern technology

To make the process efficient, we do everything electronically. If you’re not IT savvy, we’ll find an alternative.

How you can recommend us

Kindly ensure you have full permission from your friend, family member, or work colleagues before you introduce them to us (this is very important; please do not recommend someone to us unless you have their permission).

Our team will then contact them to arrange an initial discussion, and if we meet, we will arrange to donate £50 to Harry’s Rainbow.