Refer a Friend

Do you have a friend, family member or colleague who is seeking help with their investments?

If you are an existing client and are happy with the service you receive from Alpha Portfolio Management, then why not refer them to us?

Refer a friend and benefit with a reward of £100 for the introduction, if they become a client and sign up to one of our services.

Offer Terms

To qualify for the offer, the following criteria must be met:

  • The referrer must be an existing client of Alpha Portfolio Management (Alpha) and currently signed up to one of our services*.
  • Alpha needs to be notified at the onset of the enquiry, by either the referrer or referee.
  • The referrer is providing a personal (rather than professional) recommendation to the referee.
  • The referral fee is subject to the referee becoming a client and using one of our services*.
  • A qualifying introduction refers to an individual or couple. A referral fee per investment portfolio (rather than individual account, such as ISA).

*Details of our services can be found here: Please call or email us for further information. The services Alpha offer may not be suitable for everyone.


 For each qualifying introduction, £100 will be paid either directly to your bank account, or to your Alpha portfolio, within 1 month.

Please Note:

  • By referring a friend, all participants are deemed to have accepted these terms and conditions.
  • Alpha reserves the right to amend these terms, or withdraw the offer, at any time. Any amendment or withdrawal of this offer will be posted on this page

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