Referrals
INTRODUCE YOUR FRIENDS AND FAMILY AND GET REWARDED
We grow our business mainly by referrals from satisfied clients who may know others who need independent financial advice.
We’d love to reward you if you can recommend us to your friends and family. We offer £50 vouchers to you for any new client you recommend*, who becomes a client of Markland Hill Wealth.
Investments
- Investment Review Service
- Income Paying Investments
- NISA’s (formerly ISA’s)
- ISA & PEP Transfers
- Structured Products
- Investment Bonds
- Venture Capital Trusts
- Enterprise Investment Schemes
- Offshore Investments
- Children’s Savings Plans
- Tax Exempt Savings Plans
- Sharia Compliant Investments and Pensions
- Inheritance Tax Planning
- Trust & Estate Planning
- Business Exit Strategies
Pensions
- Pension Review Service
- Final Salary Review Service (outsourced)
- Income Drawdown Planning
- Auto-Enrolment
- Group Personal Pensions
- Lifetime Allowance Planning
Mortgages
- New Purchases & Re-mortgages
- Lifetime Mortgages
- Commercial Finance
- Bridging Loans
- Second Charge Mortgages
- Buy-to-let Mortgages
- Limited company BTL Mortgages
Protection
- Term Assurance (Life/Critical Illness)
- Mortgage Protection
- Whole of Life
- Income Protection (PHI)
- Accident, Sickness & Unemployment
- Long Term Care Planning
- Shareholder Protection
- Key Person Assurance
- Relevant Life Plans
- Private Medical Insurance
Start referring now and claim your £50 voucher
It’s quick and easy to let us know of any interested parties together with your own details so that we can log your referral to qualify for the voucher scheme.
You can recommend as many people as you like and earn as much as you like so, get started and start earning your vouchers.
*Terms and conditions apply. Please ask for further details. Vouchers can be M&S, John Lewis, Amazon, Love2Shop, Liverpool One or Trafford Centre Vouchers.
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By submitting your details you are consenting to our Privacy Policy