Refer A Friend

At Compass Independent Financial Services Ltd, we truly appreicate your business. We recognise that clients have played and still play an important part in the growth of our future.

It's a win, win!

If you know someone, who would also benefit from our services, you could both be better off. For every client you refer to us, who subsequently tranacts business, we will send you both a £50 M&S Voucher*

*Terms and Conditions:


  • The person being referred must give your details to the adviser at the start of the call. The information given must be sufficient to enable us to identify the referrer.
  • There are no restrictions on the number of referrals you can make
  • Only one payment of £50 will be made per friend referred. This means you will not receive £50 where your friend has already been referred to us by another client.
  • Only one payment of £50 will be made per address. This means if you refer more than one friend from a single address, you will only receive one payment of £50. It also means that you will not receive any payment where you refer a friend who lives at an address which matches the address of a friend who has already been referred to us.
  • The £50 voucher is non-transferable, subject to availability and there is no cash alternative
  • This offer is available until further notice
  • Compass Independent Financial Services Ltd reserves the right to amend, vary or cancel these terms and conditions, or to withdraw this promotion at any time.
  • To refer a friend, you must be a client of Compass Independent Financial Services Ltd
  • The friend you refer to us, must transact business with us, subject to our minimum initial fee of £500 (£750 for mortgage only clients)
  • Your voucher will be issued to both the referrer and the person being referred within 3 months of business being completed.
  • You must not be an employee of Compass Independent Financial Services Ltd.

Arrange A No-Obligation Consultation With Our Advisory Team

Whether it’s an updated will or investment planning, we’re proud to have experts in each area of financial advice. We’re looking forward to helping you.