As many of you will know one of the key messages that Retirement and Investment Solutions like to deliver is that we believe everybody planning for, considering or at retirement should have access to independent advice about their options and circumstances.
Allied to this is our belief that the greatest compliment that you can pay to us is by recommending our services to a relative, friend or colleague. You may not be sure how we can help but that is something we can ascertain when we have a chat or meet with them.
If you think we could help someone in any way then please do pass on our details or get in touch with us and we would be happy to contact them and discuss their needs further. We value referrals of this nature and if you recommend someone to us who subsequently becomes a client then we like to say thank you by way of a gift. This can be something like lunch at a local restaurant, vintage champagne or a food hamper. For example just yesterday we sent one of our clients Thompson holiday vouchers to the value of £100 to thank them for referring a new client.
So please don’t hesitate to recommend us – you may be able to help a friend or relative and at the same time be rewarded for doing it!