Referral Incentive

Introducing Our New Referral Incentive

At Integritas Financial Planning, we are proud to support our local community while helping you achieve your financial goals. That’s why we’re excited to announce our new Referral Incentive Programme – designed to reward you for sharing our services with others while making a meaningful contribution to a life-saving cause.

How It Works

The Referral Incentive Programme means we’ll make a £50 charitable donation for each person you recommend to us who books an initial meeting. It doesn’t matter whether that meeting takes face-to-face or via TEAMS and there’s no requirement for them to become a client.

Very simply, if you recommend someone to us and we meet them, we’ll make a £50 donation on your behalf.

Who’re we donating to?

We’ve chosen to donate your local Air Ambulance Service, this charity provides critical, lifesaving care across Warwickshire, Northamptonshire, Derbyshire, Leicestershire, and Rutland, giving people the very best chance of survival and recovery.

Our initial target for the year is to raise £1000 to support the charity.

Here’s how your referral makes a difference:

• £2,300 is needed for each mission, which is funded entirely by donations.
• With every referral, you’ll help ensure that your local air ambulance can continue to deliver vital care where it’s needed most – within minutes.

Why Support The Air Ambulance Service?

Every day of the year, The Air Ambulance Service is helping save more lives. Their highly skilled medical teams and rapid response times provide critical support during emergencies, offering the best chance of survival and recovery to those in need.

What’s more, this incredible service receives no government funding and relies entirely on donations to continue its vital work. By participating in our referral incentive, you’re not only helping someone you know get trusted financial advice – you’re also contributing to a charity that makes a real impact in our community.

Who we want to work with

You know that you need to take control of your finances to live the life you want, but do your friends, family & co-workers?

We’ve honed our expertise to focus on clients who are:

Business owners: Maybe your colleague has had enough of the long hours and the responsibility. Perhaps they’ve received the offer of a lifetime. Then now is the time to put together a plan with a financial planner they can trust.

Approaching retirement: Perhaps your friend received their annual pension statement and realised that this just got real – their retirement is no longer in the dim and distant future. Now’s the time to think about when and how they’ll retire.

How can you recommend people to us?

Ask them to visit www.integritasfp.co.uk/book-a-meeting to schedule in an initial meeting, making sure they confirm if the meeting is to be face-to-face or TEAMs and also confirm that you have referred them to us.

Alternatively, they can call us on 01283 248677.

After the initial meeting we will then donate £50 to The Air Ambulance Service. 

Feel good knowing you’ve supported a local charity while helping a loved one take control of their financial future.

Learn More

If you’d like more information about our referral programme or have someone in mind you’d like to refer, don’t hesitate to contact us at Integritas Financial Planning.

To learn more about The Air Ambulance Service and their lifesaving work, visit theairambulanceservice.org.uk.

Together, we can make a real difference in our community. Thank you for your continued trust and support!