• Invite a Friend

    And receive a £50 John Lewis voucher for every new client sign-up

A Special Offer for Existing Clients

Would you recommend your Thomas Heald adviser to someone you know? Want the chance for you and a friend (or relative) to receive £50 each in John Lewis vouchers? Then read on…

If you know someone who wants to talk to an expert about their finances – whether it’s mortgages, investing or retirement planning – then why not invite them for a free consultation with your Thomas Heald adviser?

The consultation will be free of charge, and there will be no obligation for them to take things further.

However, if – at any time – they do decide to become a Thomas Heald client, then you will each receive £50 worth of John Lewis vouchers, as our way of saying ‘thank you’ for introducing us.

Simply fill out the form below to get started:

NB: Please make sure the person you are inviting is aware that you are providing us with their contact details before you submit this form. Failure to do so will invalidate the invitation.

All data entered into this form is 100% secure, and will not be shared with third parties without the express permission of the individual concerned. if such permission is needed, we will contact you and/or the relevant person(s) directly.

Having trouble? Let us know via chloe.timperley@thomasheald.co.uk or call 01246 570078 and we’ll sort it out for you.

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© 2019 Thomas Heald Limited. All rights reserved. Thomas Heald Limited (FCA No. 492792) and Thomas Heald Solutions Limited (FCA No. 528610) are entered on the FCA Register at https://register.fca.org.uk/. Registered in England No: 06622318. Registered Address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ. Chesterfield Branch Address: 11 Napier Court, Gander Lane, Barlborough Links, Chesterfield, Derbyshire, S43 4PZ.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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