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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.
How it works
Three steps, 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 both get looked after
We keep you posted that they were looked after, without sharing anything about their circumstances.
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.