– Client introduction scheme

Know someone who would benefit from better financial planning?

Many of our clients come to us through personal introductions — from people who understand the value of thoughtful, long-term financial planning.

If someone you know would benefit from a clearer, more confident approach to their finances, we’d be delighted to speak with them.

Make an introduction

£250

Our way of saying thank you:

A £250 reward when your introduction becomes a client

If your introduction results in someone becoming a Real Wealth client, we’ll thank you with a £250 reward — yours to enjoy or to pass on.

Choose how to receive it:

  • A £250 retail voucher
  • A £250 donation to a charity of your choice

Designed with care

  • Your contact is under no obligation to proceed
  • Their fees are not affected in any way
  • We will only proceed where it is genuinely in their best interests

– A simple way to introduce us

Three steps. That’s all.

01

Tell us about them

Use the secure form below. It takes around two minutes. You’ll receive a confirmation email with a unique reference ID.

02

We arrange a chat

One of our advisers will reach out at a time that suits them, with a free, no-obligation conversation.

03

You receive £250

If they decide to become a client, we’ll send you a £250 retail voucher or charity donation — whichever you prefer.

– Make AN INTRODUCTION

Introduce someone to Real Wealth

Please complete the fields below. The referrer will receive an automated confirmation with a unique reference; our team will be in touch with your client within two working days.


Terms of the Client Introduction Scheme:

  • The Client Introduction Scheme is only available in respect of introductions made by existing engaged clients of Real Wealth Partners Ltd or another Real Wealth Group Ltd company. Introductions from individuals who are not current clients, or who do not have an active client relationship with a Real Wealth Group company at the time of the introduction, will not qualify for a reward.
  • A maximum of two rewards per client in any rolling 12-month period applies.
  • The scheme does not permit “chain referrals” or onward incentives.
  • No rewards will be paid for self-referrals or connected business arrangements.
  • Introductions relating to a cohabiting partner or dependants under the age of 21 are not eligible for a reward.
  • Where a client elects for Real Wealth to make a charity donation instead of receiving a voucher, the nominated charity must be a UK charity registered with the Charity Commission for England and Wales, the Office of the Scottish Charity Regulator, or the Charity Commission for Northern Ireland. Real Wealth reserves the right to request an alternative charity where the nominated charity cannot be verified.
  • Real Wealth reserves the right to decline a reward where:
    • an introduction appears inappropriate or has been made under pressure;
    • there are concerns regarding client vulnerability; or
    • the introduction may not be in the referred individual’s best interest.

We treat the personal details you share with the same duty of care we extend to every client. Real Wealth Partners uses this information solely to contact the person you’ve introduced, to keep you informed at sensible milestones, and to administer the £250 reward. Read our privacy notice.