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Recommend Oakvale Financial & Get Rewarded

The recommendations our clients pass on are the biggest vote of confidence there is — so we like to say thank you properly. 

Refer a friend or family member and you’ll both receive £50.

Please scroll down to view Terms & Conditions.

Dwight Scaife Mortgage Advisor sat at his desk at Oakvale Financial

How It Works

1. Share

Tell your friends, family or colleagues about us, or us about them.

2. Connect

We’ll reach out to discuss their needs.

3. Reward

You both get £50, paid by bank transfer within 30 days of their mortgage or protection policy completing.

Who can you refer?

Anyone you think would benefit from our help — first-time buyers, home movers, people coming to the end of a fixed deal, or anyone who wants to protect what matters most. We’ll look after them exactly as we’ve looked after you.

Your home/property may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it.

Referral Form

Fill in the details below to start the process.

We’ll only use these details to arrange the introduction and your thank-you payment — nothing else. See our Privacy Policy.

Terms & Conditions

  1. Promoter

The promoter of this Refer a Friend promotion (“Promotion”) is Oakvale Financial. The Promotion will start on 17.03.2026 and is scheduled to run indefinitely. However, the Company reserves the right to amend or withdraw the Promotion at any time.

  1. Eligibility

2.1. This Promotion is open to existing clients of the Company who are aged 18 or over at the time the referral is made (“Referrer”).
2.2. The referred individual (“Referee”) must be a new client who has not previously completed a mortgage or protection product through the Company.
2.3. Employees, appointed representatives and contractors are excluded unless otherwise stated.

  1. How to Refer

3.1. A referral can be made by the Referrer providing the Referee’s contact details to the Company, or by the Referee confirming the Referrer’s details at the point of initial enquiry.
3.2. The Referrer must confirm that they have obtained the Referee’s prior consent to share their personal information with the Company.
3.3. Referrals must be made for genuine personal recommendations only and not as part of any commercial or promotional activity.

  1. Qualifying Criteria

4.1. A referral will be considered successful only when the Referee completes a mortgage and/or protection policy arranged by the Company.
4.2. No reward will be payable for enquiries, consultations, declined applications, or cases that do not proceed to completion.
4.3. Only one referral reward will be paid per Referee, irrespective of the number of products completed.

  1. Reward

5.1. The Referrer will receive £50 cash reward by bank transfer for each successful referral. The Referee will also receive £50 cash reward by bank transfer.
5.2. The reward will be issued within 30 days of the Referee’s qualifying product completion.
5.3. Rewards are non-transferable and non-exchangeable, and no cash alternative is available unless explicitly stated.
5.4. The Promotion is not conditional on the Referee accepting any particular product or recommendation.

5.5. The Referrer will be notified by the Company once a referral has successfully completed and when they become eligible to receive the reward. Notification will be made using the contact details held on file, and the reward will be issued in accordance with Section 5 of these Terms & Conditions.

  1. General

6.1. The Company reserves the right to amend, suspend, or withdraw this Promotion at any time where reasonably necessary.
6.2. The Company reserves the right to withhold or withdraw rewards where it reasonably believes the Promotion has been misused or where referrals are not made in good faith.
6.3. These Terms & Conditions are governed by and construed in accordance with the laws of England and Wales.