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Referral Program Terms and Conditions


The Referral Programme(“the Programme”) is open to existing clients (“Referrers”) of Right Financial Management Ltd trading Right Wealth Management (“the Company”) who refer new clients (the “Referred”) to the Company. The is defined as an individual or business who at the time of referral is not a client of the Company, and hasn’t been for 12 months or more.

Referral Process:

  1. Referrers share the web page with the referred.
  2. The referred makes an enquiry from the page provided to them, ensuring they provide the referrers name.
  3. The Company updates internal records to evidence the enquiry qualifies for the programme.
  4. The programme is limited to 5 claims for each referrer. No voucher will be provided after the fifth eligible claim.

Qualifying Criteria:

  1. The Referred must be a new client who has not previously made a purchase or signed up for the Company’s services.
  2. The Referred must meet all eligibility requirements and complete the specified action(s) outlined in the referral process to qualify for rewards.


The promotion is only open to individuals who:
  1. Are aged 18 years or over.
  2. Are permanent residents of Great Britain and Northern Ireland (excluding Channel Islands and the Isle of Man).
  3. Purchase a product via the Company or sign up for an ongoing service to be provided by the Company.
  4. Purchase a product or engaged service which remains in place for 30 days once in force.
  5. The Company shall have the sole decision on whether any eligibility requirements have or have not been met.

Your gift:

  1. The gift of £25 Amazon gift voucher will be sent to the eligible Referrer and the Referred clients within 60 days of meeting the eligibility criteria.
  2. The Company reserves the right to substitute the gift with a gift of equal or greater value.
  3. The gift is not transferable, nor redeemable for cash and there is no cash alternative.
  4. If the gift has an expiry date it must be used or redeemed before that date.
  5. The gift is subject to further terms and conditions, please read these carefully.
  6. Replacements will not be issued for lost or damaged gifts or gifts which have not been used by their expiry date.

Fraudulent Activity:

  1. The Company reserves the right to investigate and revoke rewards for any fraudulent or suspicious activity, including but not limited to, fake referrals or abuse of the Programme.

Modification and Termination:

  1. The Company reserves the right to modify, suspend, or terminate the Programme at any time without prior notice.
  2. Any changes to the Programme will be communicated to participants through the Company’s website or other designated channels.


By participating in the Programme, participants agree to the Company’s Privacy Policy and consent to the collection, use, and disclosure of their personal information for the purposes of administering the Programme.

Governing Law:

These terms and conditions shall be governed by and construed in accordance with the laws of England and Wales.

Contact Information:

For questions or concerns regarding the Programme, please contact Right Financial Management at enquiries@rightwealthmanagement.com.

By participating in the Referral Programme, participants agree to abide by these terms and conditions.

How can we help?

Get in touch with our team to find out how we can provide you with financial peace of mind.