You refer a friend, we reward you

We are always grateful for the recommendations we receive and this is something we would like to encourage further. However, as well as a ‘heartfelt thank you’ we would like to offer something more substantial.

The next time you recommend Equilibrium to a friend and they become a client, you will receive 2,500 Referral Points, which you can exchange for very special gifts and experiences. Our partner in this referral program is a company called Red Letter Days – they organise luxury gifts and once-in-a-lifetime opportunities; anything from adrenaline-packed adventures to romantic getaways, sporting fun to cultural events. For instance;

2,500 Referral Points would entitle you to a gourmet dinner with bed and breakfast in a boutique hotel, or two cases of fine wine, or the latest SatNav for your car.

Have a look at the Red Letter Days website here

If you have been issued a username and passwords log on to our catalogue here

Helping the environment

To stimulate attendance at our seminars, we send out 50,000 invitations every year. That’s an expensive exercise in terms of financial and environmental cost. Therefore, our aim is eliminate both costs by encouraging attendance at our events on a recommendation-only basis.

To start the ball rolling…

If you know someone who you believe could benefit from our advice, then please suggest that they get in touch. He or she has a range of options for making contact. They could:

• 'Dip a toe in' by registering to receive our regular Investor Briefings, which gives them the chance to assess the nature and quality of our investment advice
• Come and listen to us by attending our Inheritance Tax and Investment Planning Seminars at Adlington Hall
• Arrange a face-to-face meeting with one of our advisers to discuss their needs entirely without obligation

In addition to our seminars we are hosting a number of industry-related dinners and workshops where attendance will be exclusively by recommendation.

No matter how your friend chooses to make themselves known to us, it will always be their decision whether he or she wishes to become an Equilibrium client or not. We can assure you that there will be no obligation whatsoever on their part.

If you would like us to invite anyone to a forthcoming event please let us know. You are of course welcome to attend with them.

A friend can also contact us directly to register for our Investor Briefings either by email, which is askus@equilibriumam.co.uk or by calling 0161 486 2250.