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Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.

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You’ve Been Referred to Beals Wealth Management

Complete the short form below and one of our advisers will be in touch. If you proceed with a paid service, you and the person who referred you will each receive a £50 voucher as a thank you.

Friends & Family Referral Offer

If someone has recommended our services to you, please complete the short form below and a member of our team will be in touch.

As a thank you, you and the person who referred you will each receive a £50 Totally Gifts Voucher if you proceed with one of our paid services. Please remember to provide their name when completing the form.

Totally Gifts Voucher

All the best retail, leisure, beauty, wellbeing, holiday and dining brands in the UK. Shop online and in-store from over 150 of the UK’s best-loved brands. 

Terms & Conditions

• A £50 voucher will be issued to both the referrer and the new referred individual on completion of a mortgage.

• Placing a Pension or Investment product On-Risk.

• Protection Policies need to be live for 3 months before the voucher will be issued

• Vouchers are not awarded for referring existing clients.

• In the event of a referral being received from difference sources, the reward will go to whichever referral was received first.

• The referred individual must provide the referrer’s name at the point of enquiry (referrers must not share the referred individual’s personal information).

• Available to UK residents aged 18 or over. Referrers may receive a voucher for each new client referral.

• The scheme is limited to one voucher per referred client. If the referred client is a couple and a joint application is processed this is classed as 1 client. If the couple take out separate individual policies this will be classed as 2 clients' and therefore eligible for 2 vouchers.

Complete Our Referral Form

Please provide your details below and a member of our team will be in touch shortly.
£50 Referral Offer
Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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