Introducing Our New Client Referral Thank-You Programme

At Clarity Wealth Limited, we deeply value the relationships we’ve built with our clients and are always looking for ways to show our appreciation for your continued trust and support. That’s why we’re excited to announce a new way to thank our existing clients for introducing spouses, friends, family, or colleagues to our services.

How It Works

If you know someone who could benefit from the same personalised financial advice you’ve received, here’s how you can refer them to us:

1. Simply ask them to mention your name when they get in touch.
2. Or, introduce them to us via email, which is the easiest and most direct way.

You don’t need to worry about checking whether they meet our minimum investment criteria – this will be handled tactfully and professionally by our team. If they decide to proceed with us, you’ll be eligible to select one of the exclusive rewards below as our way of saying thank you.

Choose Your Reward

1. £350 Gift Voucher
   Select a £350 gift voucher from one of these premium retailers:
   • Amazon
   • John Lewis
   • Harvey Nichols
   • Selfridges
   • Harrods

1. £350 Charity Donation
   Alternatively, you can opt for a £350 donation to a UK-registered charity of your choice. You’ll receive a donation certificate as a token of our gratitude.

Why We’re Launching This Programme

As a relatively small and dedicated wealth management firm, referrals and word-of-mouth recommendations are the cornerstone of our growth. By introducing us to those closest to you, you not only help us grow but also enable us to continually improve the services we provide to you.

You can feel confident knowing that we’ll provide your referrals with the same care, professionalism, and personalised advice you’ve come to expect from Clarity Wealth Limited. And as always, there’s never any pressure – just honest, thoughtful guidance tailored to their needs.

Terms and Conditions

• Your reward will be issued once the referred individual has signed up for our services.
• To qualify, the referral must meet our minimum criteria of £100,000 in savings, pensions, or investments, which we’ll determine tactfully during our conversations. You don’t need to worry about checking whether they meet our minimum investment criteria – this will be handled tactfully and professionally by our team. If they decide to proceed with us, you’ll be eligible to select one of the exclusive rewards below as our way of saying thank you
• We will contact you within 28 days of your referral signing up to arrange your chosen gift.
• Vouchers will be delivered in electronic or physical form, depending on availability.

We’re thrilled to launch this new thank-you programme and are excited to meet the friends and family members you think would benefit from working with us. Thank you for your continued trust in Clarity Wealth Limited.