Refer friends & family

Terms & Conditions

You cannot refer yourself.

The referral programme is is effective from the 1st March 2018 and Willowgate Finance may change, extend or withdraw this offer at any time and without letting you know.

We will send you a £50 voucher of your choice when the friend, family member or work colleague successfully completes on their mortgage or their insurance policy goes on risk.

We will never ask you to give us your friend’s data. Instead, we’ll send an email to you which will include a  link you will need to give to the friend you are recommending Willowgate Finance to.

Rewards are only valid if your referral isn’t an existing Willowgate Finance contact.

Your friend, family member or work colleague

1.  Once the recommended friend receives the link from you they must complete the mortgage enquiry form or call Willowgate Finance direct quoting your name.

2. They will have an appointment, either in person or by phone, with a whole of market mortgage broker to gather their requirements so that the best possible mortgage or insurance recommendation can be made.

3. Once they have decided to proceed with the mortgage or insurance product and it is successful – the mortgage completes or the insurance policy* goes on risk – we will contact you to find out which voucher you would like and send it.

*Only valid for life insurance, critical illness insurance or income protection policies.

There’s no limit to the number of friends you can recommend and each successful mortgage friend will qualify for a payment if they meet the conditions.

By proceeding, I agree that Willowgate Finance or its representatives may contact me by email, phone, or SMS at the email address or number I provide, including for marketing purposes.