FUNDING

Refer a colleague

Help your practice make the most of fluidly 

If you’ve found Fluidly useful, the chances are your colleagues will too. 

Like you, instead of being spread across multiple different cashflow tools, Fluidly could make their lives easier by giving them everything in one place.

We know that shifting from compliance to advisory is hard, especially if your team is made up of a few select experts. We make it easy for staff at a range of levels to start providing advice, so the more colleagues you have using Fluidly, the easier it is to grow your practice. 

As a special summer offer, if you refer a colleague and we’ll give you a free £25 Amazon voucher.

How does the referral scheme work?

Redeem your free £25 voucher

Referring a colleague to Fluidly only takes a few seconds.

All you need to do is fill in a few quick details, then we’ll send you a confirmation email. 

Once one of your colleagues logs in to Fluidly, the £25 voucher will arrive in your inbox. 

    WHY REFER A COLLEAGUE TO FLUIDLY?

    Keep clients happy and launch new services

    Fluidly is your practice’s one-stop solution – with everything you need to know about clients’ cashflow situation in one place.

    From forecasting to funding, we can help your entire team catch issues early and take action. By getting more advisers using our tools, your practice can provide better support and reach even more clients. 

    Save time

    Get everything you need to advse clients in one place.

    Start conversations

    Readymade insights to help you be more proactive. 

    Grow your practice

    Add revenue streams by launching new services.

    Find out more
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