Refer a friend or family member

We’re making it more rewarding for you to introduce your friends and family to us so that they too could enjoy the value of personal financial advice.

It couldn't be simpler. And what’s more, if the introduction is successful, you and the person you referred will get to choose from a range of luxury gifts as our way of saying thank you.

Speak to your adviser to make a referral today.

How it works

Make your introduction

Introducing your friends and family couldn't be simpler, just tell your adviser that you know someone who you believe could benefit from personal financial advice. You can either give your adviser the contact details of your friend or family member, or pass on your adviser's contact details to them.

We'll get in touch

We'll contact your friend or family member and begin with a free, no obligation conversation to understand if our service is right for them. There are no hidden fees or charges, and they'll only pay if they choose to go ahead with the recommendations in their personalised financial plan.

Enjoy your rewards

Should your friend or family member take our advice recommendations and become a Schroders Personal Wealth client, you’ll get to choose from a range of luxury gifts and rewards to say thank you for sharing the gift of advice. Your friend or family member will get to choose a gift too.

There is no limit to the number of introductions you can make. You can recommend Schroders Personal Wealth to as many people as you wish, whenever you think we could help. There is no obligation for you or your friend or family member at any point during the referral process.

A reward to say thank you

If your introduction is successful, you and the person you have referred will be offered the choice of a range of luxury gifts from some of the UK’s biggest brands. ​

You'll also be offered a year's complimentary membership to our exclusive SPW For You concierge platform.

What other people say about us

Common questions about referring