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Refer a friend
Most of our clients arrive because someone sent them.
If we have looked after you well, the best thing you can do is pass our details on. Send us their name and number, or give them ours, and we will take it from there. As a thank you, we will send you a £50 voucher.
How it works
A £50 voucher, and no pressure on anyone.
Step 1
Tell us who to call
Email or WhatsApp their first name and number, or simply forward them this page. Please check they are happy to hear from us first.
Step 2
We have a short conversation
Fifteen minutes, no obligation and no cost. If we are not the right fit for them we will say so and point them somewhere useful.
Step 3
You receive a £50 voucher
Payable once their mortgage completes, or once three monthly premiums have been paid on an insurance referral.
How the £50 voucher works. It is payable to you once your referral’s mortgage completes. For an insurance referral, it is payable once three monthly premiums have been paid. One voucher per referral, and there is no limit on how many people you refer.
Please ask them first. We will only contact someone who is happy to be contacted. Passing on a name and number counts as sharing their personal information, so a quick word with them beforehand keeps everyone on the right side of the rules.
Much appreciated
Thank you, genuinely.
Referrals are how a one adviser firm grows, and we do not take them lightly.
Prefer to talk now? Call 01282 937599 or email cristian@cdfmortgages.co.uk.