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RefeRral

Program

Trusted Advice is Worth Sharing - Our business has always grown through personal recommendations, now we'd like to show our appreciation!

How It Works?

1. Refer a Friend

If you know someone who needs financial or mortgage advice, send them the referral form using the link above. or ask them to call us on +44 (0) 208 939 4545. Be sure to give them the name of your adviser.

2. They Receive Quality Advice

Whether they’re buying their first home, refinancing, or simply looking for better financial guidance. 

3. You Receive an Reward

Pick from a variety of regularly changing rewards, such as, hampers, meals out and activities for two! Yes it's that simple!

The Reward

Click cards to reveal!

Once your referral has completed the advice process, its time for to enjoy the fruits of your labour and pick one of the following rewards!

The Piccadilly Hamper

A lovely Fortnum & Mason hamper  crammed with their finest examples of tea, marmalades, preserves, biscuits and chocolates – all picked, packed and delivered to your door.

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Afternoon Tea For two At the Ivy

Beautifully presented in a three-tired stand, enjoy an assortment of freshly baked treats, topped with a complementary glass of champagne at an Ivy of your choice.

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How do I get my Prize?

Once they've completed the referral form , your job is done! Just sit back relax and wait for a member of the Keystone team to contact you once your friend has recieved advice.

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P.S. Did you know we also offer a 15% discount on all fees to existing customers?

Terms & Conditions

    • The Refer a Friend scheme is open to existing clients of Keystone Wealth Management who are UK residents aged 18 or over.

    • Referrals must be new clients to Keystone Wealth Management and not already known to us or on our existing database.

    • Only referrals who go on to complete a qualifying service (Such as Mortgage Or Wealth Advice) will trigger a reward. A list of these qualifying services can be found in our services section.

    • Clients may share their personal referral link provided by Keystone.

    • Referred individuals must use this link to submit their contact details via our referral page.

    • The referred person must clearly state the referrer’s full name in the online form for the referral to be valid.

    • A successful referral occurs only when the referred individual completes an advice service with Keystone Wealth Management.

    • Qualifying services include but are not limited too Mortgage Advice, Investment Advice, Retirement Planning, Estate Planning, Protection.) A full list and breakdown of the services we offer can be found in the services section.

    • The referrer will receive one of the two rewards offered in the "Rewards" Section upon a successful referral.

    • A maximum of one reward will be issued per referred client.

    • No cash alternatives are available.

    • If multiple referrers claim the same client, the reward will be given to the person whose referral submission was received first.

    • Rewards are not transferable or exchangeable.

    • Rewards are subject to change to one of an equivalent value in order to keep offerings fresh.

    • Should the reward at the time of the referral not be in stock or available a similar reward of equivalent value will be arranged.

    • Should the rewards change during the time a referral was submitted and completion. The referrer will be able to choose between the new and previous rewards.

    • The referred individual must be aged 18 or over and a UK resident.

    • Referrers must not send unsolicited marketing emails, messages, or communications to friends or family.

    • Referrers may not pass the referred individual’s contact details to Keystone; the referred person must initiate contact via the referral page.

    • The scheme is operated in accordance with the Data Protection Act 2018, UK GDPR, and PECR.

    • Keystone will not make the first contact with any referred person; only the referred person may initiate contact through the official referral form or calling Keystone on +44 (0) 208 939 4545 and explicitly saying they are a referral.

    • We reserve the right to withhold rewards where fraudulent, abusive, or non-compliant activity is suspected.

    • The scheme is monitored for compliance, quality of advice, and client satisfaction.

    • Keystone reserves the right to amend or withdraw the scheme at any time.

    • All referrals will be subject to our usual advice and suitability assessment procedures.

    • This scheme will run until 15.05.2026 unless withdrawn. Referrals submitted after this period will not be eligible unless the scheme is renewed and approved.

    • upon the referral scheme being amended or terminated prematurely, all referrals submitted prior to that date will receive their reward upon a successful referral, provided all conditions have been met.

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