Referrals

Referral FAQs: How to Introduce Someone to Citygate

Q: Who can I refer to Citygate?
A: We specialise in working with City professionals, business owners, and high earners seeking clarity and structure in their financial lives. Whether it’s retirement planning, investment strategy, or comprehensive wealth management, we provide tailored advice to help our clients achieve lasting financial confidence.

Q: What’s the best way to refer someone?
A: The most effective method is a personal email introduction. Simply connect your contact with your adviser and include their name, mobile number and a short note on why you think they’d benefit from working with Citygate.

Why this matters:
Personal introductions convert better. In fact, 92% of people trust recommendations from someone they know (Nielsen). This context helps us deliver relevant, trusted financial planning from the first conversation.

Q: What if I don’t feel comfortable making an introduction?
A: That’s totally fine. You can send us their contact details directly, and we’ll reach out ourselves. We’ll always treat referrals with care and professionalism.

Q: Is there another way to refer someone online?
A: Yes — you can fill out our short referral form here:
👉 Submit a referral
Once submitted, we’ll take it from there.

Q: What’s the thank-you for referring someone?
A: If your referral becomes a Citygate client, we’ll donate £50 to a charity of your choice. It’s our way of saying thanks – and giving back.

Q: What kind of financial advice does Citygate provide?
A: We offer independent financial advice tailored to your goals. That includes retirement planning, investment strategy, tax efficiency, and long-term wealth management. We’re proud to be one of the most trusted financial planning teams in London.