1. Eligibility

• You must be an existing Zomi Wealth client, aged 18 or over, who has completed at least one consultation with a Zomi adviser.

• The person you refer must:
– Be aged 18 or over
– Be new to Zomi Wealth (not an existing or past client)

2. How It Works – Step by Step

• Share the Referral Form
Send the official referral form (available on our website) to someone you believe could benefit from financial advice.

•  Your Contact Submits the Form
They’ll fill in their details, your name as the referrer, and the Zomi adviser they were introduced to.

•  They Attend a Consultation
Once they complete a consultation with a Zomi adviser, no further action is needed.

•  You Both Receive a Reward
A £25 Amazon voucher is sent to both you and the person you referred, within 7 days of the completed consultation.

3. Referral Rewards

• The standard reward is a £25 voucher (or other incentive as stated on the referral landing page) for both referrer and referee.

• Rewards are issued by email to the address linked to each user’s application or account.

• Vouchers will be sent within 7 days following the referee’s successful consultation.

• Zomi Wealth reserves the right to change the reward offer at any time.

4. Referral Limits and Restrictions

• There is no cap on the number of friends a user may refer.

• Only referrals that meet all eligibility and process criteria will qualify for a reward.

• Referrals must be genuine individuals. Self-referrals or fraudulent activity will void eligibility.

• This offer cannot be combined with other promotional offers unless explicitly stated.

5. Modification and Termination

• Zomi Wealth reserves the right to amend, suspend or withdraw the referral programme at any time, without prior notice.

• If the referral programme is withdrawn, any eligible referrals already in progress will still be honoured, provided all conditions are met.

6. General

• Participation in the referral programme indicates acceptance of these Terms and Conditions.

• These terms are governed by the laws of England and Wales.

• For queries or assistance, contact [email protected].

Refer-a-Friend FAQs

How does the referral programme work?
Send someone the referral form. If they fill it in and attend a consultation, you’ll both receive a £25 voucher.

Who can I refer?
Anyone aged 18+ who has never had a Zomi Wealth account.

Do I need to be a Zomi client to refer?
Yes. You must be an existing client who has completed a consultation.

When will I get the reward?
Within 7 days of the person you referred completing their consultation.

How will the reward be delivered?
By email, using the address provided on the form or linked to your Zomi account.

What kind of reward is it?
A £25 Amazon voucher or similar reward listed on our referral page.

Can I refer more than one person?
Yes, and you’ll receive a reward for each eligible referral.

What if the person I referred doesn’t attend the consultation?
No reward will be issued unless the consultation is completed.

How do I track my referrals?
We’ll notify you manually when your referral has completed a consultation.

What if I haven’t received my voucher?
Contact us at [email protected] with your name and the person you referred.