Refer us!
Aisaprofessional rewards referrals* through:
- Either a bottle of Bollinger champagne, or
- A years subscription to Money magazine
(* that lead to advice being given)
We provide
- Regular seminars in relaxing surroundings with our experts in attendance
- Full written plans and schedules for our clients
- Website and email updates
For new clients
….. that you have referred then we will reward you as above. But if you refer a second client then we will give you gift vouchers from John Lewis to the value of £25 which you can either utilise by yourself or with your referral
If you wish to refer someone to us
Either speak with your adviser or write us a letter with the details, or simply fill in the form that we send you if you have an annual service set-up
We already provide some great free service’s, such as our newsletter and our increasingly popular seminars. We also offer a dedicated annual service to our clients for a small fee which provides additional privileges including:
- Exclusive offers/information
- A chance to review your policies in a way that suits you
- You can choose between:
- Administration-only, Navigator and Visionary
We ask you to define the level of service you want
AisaProfessional is a trading style of AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority. 4 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676
