Refer a Friend and Visit Some of Britain’s Most Beautiful Sites


If you are an existing client of BRI Wealth Management and can recommend us to a friend or family member, you and a friend can receive a £100 National Trust voucher each. The National Trust is Britain’s charity of choice for preserving the heritage of special places – whether it’s wildlife, stately homes or iconic landmarks.

The voucher can be spent on membership, merchandise, entrance to listed venues, cottage and hotel stays, or used in their cafés or on any other service or product the Trust offers.

How it works:

• Call, email or write to us and let us know you and your friend’s contact details.
• One of our advisors will arrange an initial meeting with your friend.
• Once the meeting has taken place, a £100 National Trust voucher will be posted to you and your friend.

Please note that our minimum investment portfolio value is £250,000 and your friend/family member must consent to us contacting them.