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Refer Friends & Family

Know someone who could benefit from our services?
Simply share this page with them and get them to submit our simple referral form below.
We’ll give you a £25 Totally Gifts Voucher as a thank you if they proceed with one of our paid services! Don’t forget to have them mention your name so you can claim your voucher.
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A £25 voucher will be awarded to the referrer upon completion of any paid service by a new client.

The referred client must inform Beals Wealth Management of the referrer's name.

This offer is only available to UK residents over 18.

There is no limit to the number of vouchers a referrer can receive, as they can refer multiple new clients.


For all insurance products, your policy must remain in force for 3 months before receiving your voucher.

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.
Email us: info@bealsfs.co.uk
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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 and Quilter Mortgage Planning 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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