Our referral incentive

Financial advice really does matter. We’re here to provide peace of mind to your friends, family and work colleagues when it comes to achieving their life goals, both now and in retirement.

As a client of Advice Matters, you’ll know first-hand the benefits of working with us. You’ll also know other people, including friends, relatives, and work colleagues who we can help.

So, we’re delighted to launch our Introduction Incentive Programme aimed at raising money for a great cause.

The Introduction Incentive Programme means we’ll make a £50 charitable donation for each person you recommend to us who books an initial meeting. It doesn’t matter whether that meeting takes face-to-face or remotely and there’s no requirement for them to become a client.

Very simply, if you recommend them to us and we meet them, we’ll make a £50 donation on your behalf.

Who’re we donating to?

We’ve chosen to donate to St John’s Hospice based in South Lakes. This charity is local to us and one we hold close to our hearts after they helped care for Chris’ brother during his illness.

Our initial target for the year is to raise £1000 to support the hospice. With this, we can help St Johns Hospice provide care for patients, with the money going towards beds, nursing & medical care. This money could also be put towards equipment such as a syringe driver kit, which can be used for many things including pain relief.

About St John’s Hospice

St John’s Hospice is a local charity that provides free palliative care to patients with life-shortening conditions, around the clock, 365 days of the year.

Their services cover a population area of 250,000 people in North Lancashire, South Lakes and parts of North Yorkshire. They have cared for the community every minute of every day since 1986.

St John’s Hospice care will always be free to those who need it, but it isn’t cost-free. It costs over £5.1 million a year to run the hospice with only around a third of this amount provided through government funding.

The remaining two thirds must be raised through events, community donations, grants & legacies.

St John’s Hospice has been a part of the local community for over thirty years and provides vital service to patients and families all over our community.

Who we want to work with

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

We’ve honed our expertise to focus on clients who are:

• Approaching retirement: Perhaps your friend received their annual pension statement and realised that this just got real – their retirement is no longer in the dim and distant future. Now’s the time to think about when and how they’ll retire.
• Business owners: Maybe your colleague has had enough of the long hours and the responsibility. Perhaps they’ve received the offer of a lifetime. Then now is the time to put together a plan with a financial planner they can trust.

Why should you recommend us?

You need to be confident that anyone you recommend to us will be in safe hands.

As you already have first-hand experience of working with us, you know the tailored service we provide to each client.

But did you also know:

• Chris was awarded as a VouchedFor Top Rated Planner in 2020 & 2021, with a score of 4.9 out of 5, following 58 reviews.
• 98% of our clients have said that we have helped, or will help them to achieve their financial goals.

Please also remember:

We’re independent – We provide ‘whole of market’ advice. This means that we can choose the most appropriate financial solutions to meet your needs; we’re not tied to, or incentivised by, any product providers. What’s more, we’re a dedicated financial services firm, not an ‘add-on’ service of an accountancy or estate agency.

We’re all about you – We’re passionate about providing the solutions to allow you to lead the lifestyle you want to live. We invest time in getting to know you and your family, providing as much face-to-face contact as you need. And we focus on delivering a personal, flexible service which matches your needs.

We deliver value – We have low, fixed, upfront charges which demonstrates our desire to invest in a long-term relationship with you. We deliver value by helping your wealth to work for you and providing the peace of mind that comes with knowing you have a ‘go-to’ planner for your financial needs.

We’re ready for you now – We’re ambitious for growth but won’t compromise the quality of our service. We have the support team in place to continue to provide the level of service that our clients have come to expect, with the capacity for expansion when it’s needed.

How should you recommend people to us?

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

We’ll then contact them to arrange an initial discussion and, if we meet (face-to-face or online), arrange to donate £50 to St John’s Hospice.