fbpx

Refer a friend

Thank you for recommending us

Thanks for your referral. We love it when our clients feel so good about our expertise and service that they refer us to someone else.

As a way of saying thank you for your referral, we’ll send you a £250 gift voucher (or donate the same amount to charity in your name), provided the person you’ve referred becomes a client.

We’ve emailed you just to confirm the information you’ve given us. Please contact us on 01206 480 380 or email hello@amberriverea.com if any of the information looks incorrect.

Otherwise, your adviser will be in touch with you shortly to arrange a convenient introduction to the person you’ve referred.

Warm wishes,
The Amber River East Anglia Team.

Terms

We’ll send you the £250 voucher once the referred person becomes a client of ours. A client is someone who has accepted and implemented financial advice from Amber River East Anglia.

There’s no limit to the number of people you can refer, and you’ll receive a voucher for each referred person if they become a client. We don’t offer a cash alternative. It’s up to you to use the voucher before it expires (make sure you do!). We reserve the right to withdraw the scheme at any point without notice.

We’ll tell the referred client you’ve received a £250 voucher for the referral, but we won’t share your personal information with them.

When we say ‘family member’ this excludes your spouse/partner.

Small, but important print

We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here

Amber River East Anglia is a trading name of Emery (IFA) Limited.

Emery (IFA) Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 526134. Registered Address: 910 The Crescent, Colchester Business Park, Colchester, CO4 9YQ. Registered in England & Wales, No. 03776035.

You can check the registration details of these companies at http://www.fca.org.uk/register.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

You can read the 2023 Remuneration Code Disclosure for our firm here.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us. You’ll find our Client Privacy Notice here.

For help if things go wrong click, visit our complaints page.

Our Colchester team include IFAs and Chartered Financial Planners looking after clients across Norfolk, Suffolk, Essex, Middlesex, Hertfordshire, Cambridgeshire and Bedfordshire.

Meet the team

Colchester Office: 910 The Crescent, Highwoods, Colchester CO4 9YQ

Privacy Preference Center