Refer a friend or family member

Know someone who deserves a real plan?

The biggest compliment I get is an introduction. If someone you care about is heading toward retirement and flying without a plan, send them my way. They get the same free, no-pressure assessment everyone gets, and you get the peace of mind of knowing they are looked after.

How a referral works

1

Tell me who to reach out to

Send their name and the best way to contact them, plus a line about what is on their mind. That is all I need.

2

I reach out gently

I get in touch, mention you sent me, and offer them the same free assessment everyone gets. No pressure and nothing to buy.

3

They get a clear answer

Whether or not we end up working together, they walk away with a straight read on where they stand. That reflects well on you.

Send me an introduction

Pop your own details below so I know who to thank, and in the message tell me who you would like to introduce, the best way to reach them, and a line about what is on their mind.