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Refer a friend

Do you know one person who could benefit from our services?

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Referrals from existing clients just like you are our most important source of new clients and we will always have time to talk to your friends, family and colleagues to discover if our services could be of benefit to them.

If you know someone over the age of 50 that could benefit from a free retirement review, we would be delighted to speak to them to see if we can help.

As a “Thank You”, if your recommendation results in us appointing a new client*, we would like to offer you one of the following gifts:

referral gifts

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Retirement and Investment Solutions will contact you approx 1 month after a new client instruction to arrange your Thank You gift.

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Contact us

Retirement and Investment Solutions
5 Lancer House, Hussar Court
Waterlooville
Hampshire, PO7 7SE

T: 01489 878300
F: 0870 0104883
E: advice@retirementis.co.uk