Financial advice referrals

Share more than just great advice

We are committed to enhancing the experience

Many of our clients refer family and friends to us, and we’d like to use this huge compliment to do something for the greater good.

For any new clients that sign up with us from a personal referral, we’ll donate £100 to Street League.

Terms and Conditions

Terms and Conditions for Refer a Friend Scheme

Subject to these offer terms, Abrdn Financial Planning and Advice Limited (“aFPAL”, “us”, “we” or “our”) will donate up to £250 (two hundred and fifty pounds sterling) to a UK-based non-religious non-political charity of your choice (the "Donation") when a person you refer (a "Referred Person") becomes a new client of aFPAL.

To qualify for the offer:

you must be an existing client of aFPAL, and introduce the Referred Person via the ‘Request a free call back’ link (available from your aFPAL Financial Planner);
a Referred Person cannot be an existing aFPAL customer and the Referred Person must, subject to our standard onboarding checks and procedures, become a client of aFPAL (collectively the “Qualifying Criteria”).

The Donation payment will be made within one month once the Referred Person has satisfied the Qualifying Criteria, and you will be informed of the same by your aFPAL Financial Planner. You will be notified by email once the payment is made.
You, and any Referred Person, must be over 18 and a UK resident to be eligible for the offer.
Existing product terms and conditions apply in addition to the terms and conditions specific to this offer. In the event of any conflict between these terms and conditions and the relevant product terms and conditions, these offer terms and conditions shall prevail.
aPFAL reserves the right to review, investigate, and disqualify referrals where aFPAL reasonably believes that activities go against the spirit of the scheme, including where there are abusive practices, self-referral by using a different, disposable, or fake email address, or distributing a referral link via commercial advertising or spam.
aFPAL reserves the right to amend, modify, cancel or withdraw the Refer a Friend Scheme at any time without notice.
The laws of England and Wales govern this offer.
All participants to this offer agree to be bound by these terms and conditions.

aFPAL is the promoter of this offer. The registered office for aFPAL is 280 Bishopsgate, London, United Kingdom, EC2M 4AG.