Refer a Friend

Good advice
goes further together.

Know someone who could benefit from our support?

Recommend Macon Financial Planning to a friend, family member or colleague and we’ll say thank you with an Amazon voucher when they become a client.

£100

Amazon Voucher

For a Financial Planning referral

If the person you refer goes on to complete qualifying Financial Planning business with us, we’ll send you a £100 Amazon voucher as a thank you.

They might be looking for help with:

  • Planning for retirement
  • Pensions and investments
  • Inheritance or a windfall
  • Organising their finances
  • Protecting their family's future

£50

Amazon Voucher

For a Mortgage referral

If the person you refer goes on to complete qualifying mortgage business with us, we’ll send you a £50 Amazon voucher as a thank you.

They might be looking for help with:

  • Buying their first home
  • Moving home
  • Remortgaging
  • Buy-to-let mortgages
  • Self-employed mortgages

A SIMPLE PROCESS

How does it work?

Recommend us

Tell your friend or family member about Macon Financial Planning.

They contact us

Ask them to mention your name when they get in touch.

We help them

We’ll have an initial conversation to understand what they’re looking for and whether we can help.

Receive your thank you

If they go on to complete qualifying business with us, we’ll send you an Amazon voucher within one month of completion.

There's no limit to the number of people you can recommend.

So if you know more than one person who you think we might be able to help, we’d be delighted to speak to them.

A BIG THANK YOU

Your recommendations
mean the world to us.

The majority of people don’t choose a financial planner or mortgage adviser lightly. Being introduced by someone who already knows and trusts us is one of the nicest ways for a new client relationship to begin. So if you’ve recommended Macon to a friend, family member or colleague – thank you. We really appreciate it.
Recommend someone to Macon →

Referral offer - Terms and conditions

  1. Once your friend or relative has successfully completed new business with our firm, we will send you an Amazon voucher for £50 (for mortgage business) or £100 (for Financial Planning business) within one month of completion.
  2. You can only recommend each friend or relative once.
  3. There is no limit to the number of friends or relatives you can recommend.
  4. This offer may be withdrawn, altered or amended at any time and without notice.
  5. The offer is not valid with any other offer and no alternative offer is available.

Macon Financial Planning Limited is an Appointed Representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Macon Financial Planning Limited is entered on the FCAregister (www.fca.org.uk) under reference number 808586.