01865 842 266
01865 842 266Introduce someone
Refer a friend to Brookwood

Know someone who is still lying awake over their tax bill?

Most people come to Brookwood because their last accountant left it to the last minute, never warned them what was coming, or forgot the payment on account. If that sounds like someone you know, introduce them. We take the stress off their plate, and we thank you properly for it.

Introduce someoneSee what you get
For the person you introduce

An introduction, not a cold call.

Our clients qualify the people they send us better than any advert could. So when an introduction arrives, we treat it like one.

You both get the same email

The moment you send the form, we email your friend and copy you in. Nobody is surprised, and they can see it came from you.

Roger calls, and listens

Within a couple of days, a proper conversation about what has gone wrong and what needs sorting. It starts with their problem, not our price list.

Then it gets handled

Deadlines tracked, reminders sent, and a wall calendar with the dates already on it. If HMRC write, we deal with it. Nothing gets left to the last minute again.

A welcome gift when they sign up

Everyone who joins gets something from us to say thank you for trusting us with it.

For you

Three thank-yous, one for each stage.

Referrals are how Brookwood grows, so we make a point of saying thank you at every step, not just at the end.

First

Cookies or brownies. Your call.

As soon as we have spoken to the person you introduced, a box of something sweet from a local baker turns up at your door. You pick which on the form.

Sent once we have spoken to them
Then

A £50 Amazon voucher.

When they sign up as a Brookwood client, we send you a £50 voucher. Every client you introduce, every time.

Sent when they sign up
And every year

A slip in the Portugal draw.

Each client who signs up from your introduction is another slip with your name on it. Three introductions, three chances. One name is drawn every year.

Drawn once a year
The annual draw

A long weekend in Portugal, on us.

Every year we send one referrer, plus one, to the same place we have been sending winners for years. We have learnt that a fixed weekend is hard to make work around children and work, so the winner picks from a choice of dates.

  • The stayA long weekend for two at our place in Portugal.
  • Getting there£500 towards flights, taxis and whatever else you need.
  • The datesPick from two or three weekends so it fits around your life.
  • The oddsYour name goes in once for every client you introduce who signs up.
23Clients in this year’s draw
Past winners
  1. 2025Sharon Wilson
  2. 2024Daniel
  3. 2023David Hardwick
  4. 2022Rob
Two people enjoying dinner outdoors in Portugal
Dinner outdoors, good company and time to unwind.

A little taste of the Portugal weekend.

Good company, time to unwind and a place by the sea.

Two people smiling with drinks during their Portugal break
A toast to a weekend away
White villa and swimming pool beneath a clear blue sky
Somewhere to unwind
Swimming pool surrounded by trees with the sea beyond
Poolside, with a sea view
Sandy beach and waves along the Portugal coastline
Time by the sea
Pink and purple sunset over the sea beside a dark headland
A quieter end to the day
Introduce someone

Two minutes, and it is done.

Tell us who they are and how to reach them, then let us know what you would like as a thank you. We do the rest.

About you
Who you are introducing
Your thank-you
We only use these details to make the introduction. Their details are not added to any list.

Please fill in the names, emails and delivery address, and tick the box to confirm they know.

Introduction sent.

We have received your introduction for your friend. The Brookwood team will review their details and follow up.

Your cookies will go to once we have spoken to them.

VouchersOne £50 voucher for each client you introduce who signs up with Brookwood.
The drawHeld once a year. One entry for each signed client you introduced during the year. The winner chooses from the weekends offered and receives £500 towards travel.
TreatsSent to a UK address once we have spoken to the person you introduced, whether or not they go on to sign up.