How it works
1) Make your introduction
Introducing your friend, colleague or family member is easy – just mention to your adviser that you know someone who you think would benefit from our services. You can then provide your advisers contact information to them so they can get in touch directly. Alternatively, send them a link to this page. We’ll handle the rest, ensuring that your referral receives the same high-quality advice and support that you experience.
2) We’ll get in touch
Once contact has been made with your referral, we will offer a no obligation introductory call with one of our expert advisers, to understand their needs and see how we can help.
3) Thank you
To thank you for recommending us, we’ll arrange for you to receive a bottle of Berry Bros. & Rudd Cuvée, Grand Cru Champagne*.
What people say about us
We are pleased to share our client testimonials, which are available for all existing and prospective clients here.