Refer a friend

If you value your financial advice through Wren Sterling and you know friends that could benefit from the same, we would love to meet them.

We're offering you £100 of Amazon vouchers when you refer a friend that goes on to receive financial advice, and as a welcome to Wren Sterling, your friend receives 25% off their initial advice bill.

There is no limit to how many people you can refer and the number of £100 vouchers you can earn, but they must transact with Wren Sterling for your reward to be valid.

Your Amazon voucher will be emailed to the email address we have listed for you on our records within 28 days of your friend transacting with Wren Sterling.

To get started:

  1. Fill in the form below. Your friend will receive an email notifying them that you’re recommended them to Wren Sterling. There will be instructions on the email for your friend to contact your adviser directly
  2. We will also schedule a follow up call from your adviser to introduce Wren Sterling

Name:*
E-mail:*
Adviser's name*
Your friend's name*
Your friend's email address*
Your friend's phone number

Terms and Conditions

Terms & Conditions:

Promoter: Wren Sterling Financial Planning Limited. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665653. Registered office: 5th Floor, Cutlers Exchange, 123 Houndsditch, London, EC3A 7BU. Registered in England No. 09157918. (“Wren Sterling”).
Acceptance of key conditions: By participating in the Wren Sterling refer a friend scheme (the “scheme”), existing clients of Wren Sterling (“Referrers”) and the friends that they refer (“Referred Friends”) are deemed to accept the following key conditions.

Eligibility: Referrers must be existing Wren Sterling clients. Referred Friends must not have already signed up to Wren Sterling or be an existing client, or in the new client process. The scheme is open to Referrers and Referred Friends who are residents of the UK. Over 18s only. Wren Sterling reserves the right to verify Referrers and Referred Friends, and require proof of eligibility.

Reward: The “Reward” is a £100 Amazon.co.uk Gift Card for the Referrer and 25% off initial advice fees for Referred Friends.
Referrer Rewards

Registration: Referrers will receive a Reward for each Referred Friend that signs up with Wren Sterling, subject to these conditions.

Duration: A Referrer will have the opportunity to earn Rewards for 3 months from the first time the Referrer recommends the scheme to a friend and completes the form at www.wrensterling.com/referafriend . There is no limit on the number of friends the Referrer can share the scheme with or number of Rewards that can be earned by a Referrer.

Qualification for Reward - Referrer: For a Referrer to qualify for a Reward, their Referred Friend must provide details (full name and email address) of the Referrer when they sign Wren Sterling’s client agreement.

Qualification for Reward – Referred Friend: A Referred Friend who meets the eligibility criteria and results in the Referrer being entitled to a Reward will also be entitled to a Reward of 25% off their initial financial advice fees.

Cancellation: If the Referred Friend engages with Wren Sterling but chooses not to procees, this will result in the cancellation of the Referrer’s Reward and the Referred Friend’s Reward.

Multiple Rewards: Rewards will be cumulative and so if multiple qualifying referrals are made to Wren Sterling, multiple Rewards will be delivered to the Referrer. The Referred Friend Reward cannot be claimed by the same person making the referral.

Notification: The Referrer will be notified by email once a Referred Friend has become a client of Wren Sterling and decided to accept our recommendations, and again when the Reward has been earned.

Delivery: Rewards will be delivered (by email) to the Referrer 28 days after the referred friend has accepted Wren Sterling’s recommendations, provided the Referred Friend's does not exercise the 14 day right to cancel “cooling off” clause in Wren Sterling’s client agreement.

Please note – Reward emails may be blocked by your email provider. Please check your spam or junk folders if you do not receive a Reward as expected.

*Amazon.co.uk is not a sponsor of this promotion. Amazon.co.uk Gift Cards ("GCs") may be redeemed on the Amazon.co.uk website towards the purchase of eligible products listed in our online catalogue and sold by Amazon.co.uk or any other seller selling through Amazon.co.uk. Purchases are deducted from the GC balance. To redeem or view a GC balance, visit "Your Account" on Amazon.co.uk. GCs cannot be reloaded, resold, transferred for value, redeemed for cash or applied to any other account. Amazon.co.uk is not responsible if a GC is lost, stolen, destroyed or used without permission. See www.amazon.co.uk/gc-legal for complete terms and conditions. GCs are issued by Amazon EU S.à.r.l. All Amazon ®, ™ & © are IP of Amazon.com, Inc. or its affiliates.

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