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Refer a Friend

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Introducing Our Client Referral Programme

At Gavin Tank London, we understand the value of recommendations from satisfied clients. Our services are built on a foundation of trust, expertise and integrity. As such, we greatly appreciate when our clients share their positive experiences with friends, family and colleagues looking for the same level of care and service.

That’s why we’re excited to introduce our new client referral programme. This provides an opportunity for you to refer people in your network so they too can benefit from our financial services and planning.

How It Works

Recommending our services is easy. Simply share our contact details with anyone you think could benefit from our expertise. Make sure they mention your name when they get in touch so we can link them to you. Once we’ve connected with your referral and confirmed they’re interested in our services, we’ll reach out to thank you for the introduction.

Please note that this programme does not provide any financial incentives or commissions. Our focus is simply on broadening our client base with more individuals who we can provide value to.

Why Make Referrals?

We understand you’re already very busy, so why take the time to refer your network to us? Here are a few key reasons:

Potentially improve your own experience as we scale our offerings. Your referrals allow us to keep enhancing our services. Get recognised for your valued support.

Expand your professional network. As you refer clients, you’ll begin developing relationships with new people who may turn to you for insight.

Who Should You Refer?

We welcome introductions to anyone who could benefit from our financial services, such as

  • Friends and family who need guidance on saving, investing, pensions, insurance or other money matters.
  • Business contacts; partners and colleagues who ask your opinion on financial planning.
  • Fellow members of professional organisations and clubs who are looking for trusted advisors.
  • Clients of your own company who may need additional financial expertise outside your offerings.
  • Your wider social and community connections interested in enhancing their financial wellbeing.

We specialise in serving high net worth individuals, entrepreneurs, executives and other professionals with complex financial needs. Feel free to connect us with anyone who fits this profile.

Referring someone is easy

Share our website URL, phone number and office address with your referral. Make sure they know to mention your name. Once we’ve connected with them and confirmed interest, we’ll reach out to acknowledge your support and no further action needed from you.

Check in with your referral occasionally to see if they’re enjoying our services and meeting their needs. Your feedback is always welcome.

We look forward to meeting new clients from your distinguished network. Your referrals allow us to expand our positive impact. Please don’t hesitate to reach out if you have any questions about our new client referral programme. Let’s start having some productive conversations that create value for all involved.

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