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.

And what’s more, if the introduction is successful, both 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

If the friend or family member you introduce decides to proceed with the advice recommendations from their personal financial plan with us, and becomes a new client, we will reward you both to say thank you.

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.

Common questions about referring