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Introducing someone to TFP (the easy way)

If you’ve ever thought, “TFP would be great for them”, thank you… that really does mean a lot to us.
The easiest way to introduce someone to TFP is with a warm introduction. It keeps things relaxed and pressure-free for everyone involved.
Below are a few simple ways to do that. There’s no right or wrong option, you can choose what feels most right for you.

Option 1

A quick email introduction (most popular)

A short email introduction is often the easiest way to connect people.
You can either:
  • Reply to an existing email and CC us in, or
  • Forward this on with a brief note
 
If it helps, you’re very welcome to use the wording below and tweak it as you like:
Subject: Quick introduction
Hi [Name],
I’ve mentioned TFP Financial Planning to you before, they’ve been great for us.
I thought it might be helpful to introduce you.
No pressure at all, just an introduction, I’ll let you both take it from here.
Best,
[Your name]
Once we’re introduced, we’ll take care of the next steps gently and at a pace that suits everyone.
Email Casey
Email Dan

Option 2

An informal introduction

Sometimes it feels nicer to meet first and its a great reason for us to meet up too!
If you’d prefer an informal introduction (for example over a coffee, lunch or a round of golf) we’re always happy to do that.
 
You can book a time that works for you, the person you’re introducing, and one of our planners, and we’ll take care of the arrangements.
Casey’s Links
Intro with Casey
Golf with Casey
Intro over Coffee
Dan’s Links
Intro with Dan
Golf with Dan
Intro over Coffee

Option 3

They reach out themselves

If the person you’re thinking of would rather get in touch directly, that’s absolutely fine too.
 
We’ve put together a short page explaining what an initial conversation with TFP is like, so they know what to expect before reaching out.
 

A quick note 

There’s no obligation for anyone to take things further — introductions are simply that: introductions.
We’re grateful to be thought of, and we’ll always treat both you and the person you’re introducing with care and respect.

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