Voucher offer terms

Please read the terms and conditions of this offer carefully.

In order to qualify for this offer, you must:

  • Be over 40 years of age as of 28/06/16
  • Be a UK passport holder and normally reside in the UK.
  • Have investable assets of more than £30,000.
  • Complete a full financial review with one of our advisers
  • The process

    We will carry out a full financial review with you. This will be conducted by phone by one of our qualified and regulated independent financial advisers.

    The review will take up to an hour and the information you provide will allow us to create a personalised financial plan for you. The gift voucher will be sent to you after you have discussed your financial plan in full with our independent financial advisers. We reserve the right to make amendment to or withdraw this offer at any time.