Terms and Conditions for the Hartey Wealth Management Referral Scheme
Effective Date: 2026
These terms and conditions (“Terms”) govern the referral Scheme (“Scheme”) offered by Hartey Wealth Management Ltd (“Company”). By participating in the Scheme, participants (“Referrers”) agree to comply with these Terms.
1. Eligibility
1.1 The Scheme is open to existing clients of the Company who pay a monthly fee.
1.2 Referrers must be over 18 years of age and legally capable of entering into a binding contract.
1.3 Employees, affiliates, and partners of the Company are not eligible to participate.
2. How the Scheme Works
2.1 Referrers may refer friends, family members or colleagues (“Referred Individuals”) who may be interested in becoming clients of the Company.
2.2 To qualify under the Scheme, the Referred Individual must:
- Be a new client to the Company.
- Pay a monthly fee
2.3 To enable the Company to record the referral, the Referrer must provide the details of the Referred Individual in writing by:
- email to info@harteywm.co.uk;
- post to Hartey Wealth Management Ltd, Salop House, 13 Salop Road, Oswestry, Shropshire SY11 2NR; or
- completing a referral leaflet.
3. Referral Rewards
3.1 Rewards will be issued within 60 days after the Referred Individual completes the qualifying action.
3.2 Upon completion of the qualifying action, the Referrer will be contacted by Hartey Wealth Management Ltd to confirm their choice of referral gift.
3.3 Referral gifts are subject to change and will be confirmed by Hartey Wealth Management upon completion of the qualifying action – examples are as follows:
- A Fortnum & Mason Gift Hamper, worth up to £300
- An overnight stay at Abode Chester
- A spa day at Carden Park
- A donation to a charity of the Referrer’s choice, up to £300
3.4 There is a limit of 2 rewards per Referrer per 12 months.
4. Restrictions
4.1 Self-referrals or referring fictitious individuals are prohibited and will result in disqualification from the Scheme.
4.2 The Referred Individual must not have been a previous client of the Company.
4.3 The Scheme cannot be combined with other promotions unless explicitly stated.
5. Scheme Changes and Termination
5.1 The Company reserves the right to modify or terminate the Scheme at any time without prior notice.
5.2 Any changes will be communicated on the Company’s website or through direct communication with participants.
6. Disputes
6.1 In the event of a dispute regarding the administration of the Scheme or eligibility for a reward, the Company’s decision shall be final, subject to any rights participants may have under applicable law.
6.2 Participants may call 0808 168 5866 or email info@harteywm.co.uk for assistance with issues or concerns.
7. Liability
7.1 To the extent permitted by law, the Company will not be responsible for technical issues, lost or incorrectly submitted referrals, or other circumstances outside its reasonable control that may prevent participation in the Scheme.
7.2 Rewards are non-transferable and cannot be exchanged for cash unless explicitly stated by the Company.
8. Privacy
8.1 Personal data provided in connection with the Scheme will be handled in accordance with the Company’s Privacy Policy and applicable data protection law.
8.2 Referrers must only provide a Referred Individual’s personal information where they have informed that individual of the referral and obtained their permission to share their information with the Company.
8.3 The Company will use personal information received through the Scheme for the purposes of recording and administering the referral and contacting the Referred Individual, where it is lawful to do so.
9. Governing Law
9.1 These Terms shall be governed by the laws of England and Wales.
9.2 Any disputes arising under or in connection with these Terms shall be subject to the jurisdiction of the courts of England and Wales.
