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Make a Difference This December
Sharing with family and friends is always a great idea. If you know someone who has something going on in their life that means they will benefit from financial planning advice, why not let us know?
And this festive season, we will donate £100 to Children's Heart Surgery Fund for every referral you make in December. Join us to support their incredible work.
Our business has been built on your recommendations and we tailor advice to people's individual circumstances so you can be sure they'll be in safe hands. To say thanks for being an advocate of TPO, once your friend or family member has been qualified by a TPO adviser for their free initial consultation, we'll send you a gift. You can find all the gift options below and we’re confident you’ll find something you like*.
Your choice of thank you gift
We've hand-picked a variety of gifts to suit all tastes. From an experience of a lifetime, a Michelin star meal or a donation to a chosen charity - it's up to you.
*Terms and conditions apply. For full details download our booklet below.
Referring a friend is quick and easy
In just three steps, you can refer a friend to your TPO adviser.
- Fill in and submit the referral form
- Your adviser will then contact your friend
- Once your friend has qualified, we will arrange your gift of thanks.
TPO Direct
TPO Direct is a digital-based service designed for people typically aged 25 and over with at least £50,000 to invest, looking for simple financial advice.
TPO Premium
This service will typically suit investors with investable assets of at least £250,000, who are looking for a professionally managed financial plan.
Family Office
Typically clients seeking this service will have liquid assets of more than £7.5 million and/or a lifestyle requiring £250,000 of capital or income per annum.