Fill out the form below to refer someone you know to us for financial advice.
We'll contact your friend, and if we're a good match** they'll get top-rated advice, and you'll get a thank you gift from us.
Gifts that give back
Our referral gift options include charitable donations; you can choose a cause that you're passionate about, or support one of our TPO chosen charities.
Our chosen charities are causes close to our hearts that we support with our own internal fundraising, as well as referral donations.
CHSF supports the Leeds Congenital Heart Unit (LCHU) as a world-class centre of excellence and provides the funding and resources needed to care for a patient's heart, mind, family and future.
It is wholly funded by public donations, so every penny from your referral gift helps LCHU to give the best treatment to 17,000 babies, children, teenagers and adults living with congenital heart disease each year.
CHSF supports the Leeds Congenital Heart Unit (LCHU) as a world-class centre of excellence and provides the funding and resources needed to care for a patient's heart, mind, family and future.
It is wholly funded by public donations, so every penny from your referral gift helps LCHU to give the best treatment to 17,000 babies, children, teenagers and adults living with congenital heart disease each year.
Working to address environmental and biodiversity challenges both in the UK and globally, Restore Our Planet champions initiatives aimed at replanting forests, restoring tree cover, and safeguarding endangered species.
A key objective of our business is to have significant positive impact. 25% of our future value will be gifted to Restore Our Planet.
Working to address environmental and biodiversity challenges both in the UK and globally, Restore Our Planet champions initiatives aimed at replanting forests, restoring tree cover, and safeguarding endangered species.
A key objective of our business is to have significant positive impact. 25% of our future value will be gifted to Restore Our Planet.
How does it work
Refer your friend
We'll check if we're a good fit for them**
Receive your gift!
Once your friend or family member has been qualified for their free initial consultation, we'll send you a gift.
The Private Office, TPO, TPO Wealth, and TPO Invest are trading names of The Private Office Limited (company number 10226899), which is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 789482.
Investment Champion Online Limited is an Appointed Representative of The Private Office Limited, which is authorised and regulated by the FCA. Both companies are registered in England and Wales with a registered office at 2 The Bourse, Leeds LS1 5DE.
Our details may be checked on the FCA Financial Services Register at https://register.fca.org.uk/.
Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.
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