Refer a Friend

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REFER A FRIEND

GET A £50 HIGH STREET GIFT VOUCHER

We hope that you received a personalised service and tailored advice. Over the years we’ve found that most of our business comes from word of mouth, and personal referrals. Our clients often recommend friends and family, and we’d like to say thank you!

(You can invite as many friends as you like!)

Refer a Friend image
Refer a Friend image

IT'S AS EASY AS 1,2,3

  1. Share the offer
    Share the offer with friends and family by clicking the REFER A FRIEND button, and forwarding the unique link
  2. We’ll offer our services and discuss their needs
    We’ll wait for your referral to make contact with us, using our specific web page. If it sounds right for them, we’ll offer a FREE initial consultation with one of our advisers
  3. You could receive a £50 High Street Gift Voucher
    If the advice taken leads to a successful completion of business, we’ll send you a £50 High Street Gift Voucher

REFER A FRIEND

WHAT ARE THE TERMS OF THE OFFER?

1. The offer

1.1 We will send a £50 High Street Gift Voucher to an existing Rockstone client who refers a close contact to us, if the advice given to that person leads to a successful completion of business.

1.2 The voucher is only available if we conduct business with the person you refer. It will be issued within 3 months of completion of the transaction.

1.3 We offer a free initial review to all potential clients.

2. Who can take part

2.1 The referrer must be an existing Rockstone client.

2.2 The offer is only open to people aged 18 or over.

2.3 The offer is only open to UK residents.

3. How to refer

3.1 To refer a friend, send them the unique link to our “Refer a Friend” form.

3.2 By sending the link, you consent to your name being mentioned in our communications with the person you refer.

3.3 The person you refer is responsible for clearly telling us your name and details as the referrer.

3.4 You must not pass the referred person’s information to us, and we will not contact them unprompted.

4. Rules on rewards

4.1 Only one voucher is payable per referral. There is no limit on the number of referrals you can make.

4.2 There is no cash alternative to the gift voucher.

4.3 In the event of a referral being received from difference sources, the reward will go to whichever referral was received first.

5. Offer period

5.1 This offer expires on 30th September 2027

5.2 We may extend or withdraw this offer at any time. Details of any extension, amendment or withdrawal will be posted on our website.