Good advice is worth sharing
When someone you care about needs help with a mortgage, protection or planning for the future, a trusted recommendation can make all the difference.
Trust starts with you
Most people don’t find their adviser through an advert. They find them through someone they trust. Your recommendation gives them the confidence to take that first step, knowing they’ll get clear advice, no jargon and no pressure.
They’ll also start their journey already knowing what to expect: a team that listens first and puts them at the heart of everything we do.
A little something from us
For every successful referral, we’ll send you a £50 Amazon voucher once their mortgage, protection policy or financial plan has completed. It’s our way of saying thank you for helping someone find advice they can rely on.
If you know someone we could help, simply speak to your adviser, drop us an email, or get in touch using the contact form at the bottom of the page.
Mortgages & protection: mortgages@colfinancial.co.uk
Pensions & investments: info@colfinancial.co.uk
Wherever they are, we'll help them get there
Whether they’re buying their first home, moving or remortgaging, reviewing their protection or planning for retirement, we’ll guide them through every step with the same care, clarity and commitment you’ve come to know.