Refer a friend

If you are an existing client and you successfully refer a friend or family member you will receive a gift token and free entry into a Luxury Spa Day out prize draw.

Refer and Be Rewarded!

Do you know someone who could benefit from expert financial advice?

Refer a Pension or Investment Client

If we take them on as a client, you’ll receive a £100 John Lewis voucher!

Refer a Mortgage or Protection Client

You’ll get £50 in John Lewis vouchers OR a Waterhouse-branded Yeti bottle – your choice!

PLUS – Win a Luxury Spa Weekend for Two!

Every successful referral gets you entered in our Annual Prize Draw (announced in December) for a luxury spa weekend.

For the full list of the Terms & Conditions please click here.

Get in touch

Ready to discuss your private education planning needs? Contact us today to schedule a consultation with one of our expert advisers. Let Waterhouse Financial Advisers Ltd be your trusted partner in securing a top-tier education for your children and grandchildren.