1. About the scheme
1.1 Moorgate Referral Rewards (the Scheme) is run by Moorgate Chartered Accountants, Downsview House, 141–143 Station Road East, Oxted, Surrey RH8 0QE (Moorgate, we, us).
1.2 Under the Scheme, if you introduce a new client to us and they meet the conditions below, we will thank you with a John Lewis gift voucher (a Reward).
1.3 The Scheme runs from 17 November 2026 until 31 March 2027 (the Scheme Period). Referrals must be received within the Scheme Period.
1.4 By making a referral you agree to these terms.
2. Who can take part
2.1 The Scheme is open to existing Moorgate clients and members of the public aged 18 or over and resident in the UK (the Referrer).
2.2 The following cannot receive a Reward:
- Moorgate partners, employees and their immediate families.
- Anyone referring the business they work for, or a business where they make or influence the decision to appoint an accountant (for example, a finance manager referring their employer).
- Anyone acting in a professional capacity whose own rules prevent them from accepting a reward for an introduction (for example, solicitors or financial advisers).
- Anyone referring themselves, their own business, or a business they own or control.
2.3 A person or business you refer (the New Client) must not be a current Moorgate client, or have been one in the past 12 months, and must not already be in discussion with us when your referral is received.
2.4 Moorgate may decline to take on any referred person or business, for example to meet our professional, ethical or anti-money-laundering obligations. No Reward is due if we do not take them on.
3. How to refer and earn a Reward
3.1 Ask the person you are referring to contact us at sales@moorgates.co.uk or on 0208 254 7109 and give your name when they first get in touch. Alternatively, you can email us their details, but only with their permission (see section 5).
3.2 If two people refer the same New Client, the Reward goes to whoever was named first.
3.3 A Reward is earned only when the New Client has signed our letter of engagement and paid our invoices in full and in line with our payment terms. Rewards are paid in two stages:
- First Reward: once the New Client’s first invoice has been paid in full, we work out a Reward using the band in the table below that matches the amount of that invoice.
- Top-up Reward: 12 months after the New Client’s first invoice, we add up all the fees they have paid us in that time (Paid Fees). If the Paid Fees fall into a higher band than the First Reward, we send a top-up voucher for the difference.
For example, if a New Client pays a monthly fee of £150, their first invoice falls in the £5 band, so you receive a £5 voucher. If they have paid £1,800 by the end of 12 months, that falls in the £75 band, so you receive a top-up voucher of £70.
3.4 Reward values are set by these bands. Amounts exclude VAT and any disbursements. The most you can receive for any one New Client is £200.
| First invoice, or Paid Fees at 12 months | John Lewis gift voucher |
|---|---|
| Under £250 | No voucher |
| £250 to £499.99 | £5 |
| £500 to £749.99 | £10 |
| £750 to £999.99 | £25 |
| £1,000 to £1,999.99 | £50 |
| £2,000 to £4,999.99 | £75 |
| £5,000 to £9,999.99 | £100 |
| £10,000 and over | £200 |
3.5 There is no limit on the number of New Clients you can refer. One Reward (plus any Top-up Reward) is given for each New Client who meets these conditions.
3.6 No Reward is due if fees are refunded, written off or reduced, or if the New Client leaves before meeting the conditions in 3.3.
4. Receiving your Reward
4.1 We will send each Reward by email or post within 30 days of it becoming due: the First Reward within 30 days of the first invoice being paid in full, and any Top-up Reward within 30 days of the 12-month review. We will let you know when it is on its way.
4.2 Rewards are John Lewis gift vouchers or e-gift cards and are subject to John Lewis’s own terms, including expiry dates. They cannot be exchanged for cash or another reward.
4.3 If John Lewis vouchers become unavailable, we may offer an alternative reward of equal or greater value.
4.4 We will not tell you how much the New Client paid us, only the value of your Reward. Client affairs remain confidential.
4.5 Tax: a Reward may count as taxable income in some circumstances, for example if you receive Rewards regularly or through your business. You are responsible for any tax due on Rewards you receive.
5. Your information and theirs
5.1 Please only pass on someone’s details if they have agreed. We will use them only to contact that person about our services.
5.2 We will use your details to run the Scheme and send your Reward, in line with our privacy notice at https://moorgates.co.uk.
6. General
6.1 Moorgate is not connected with, or endorsed by, John Lewis.
6.2 We may refuse a Reward if we reasonably believe a referral is fraudulent or does not meet these terms.
6.3 We may change or end the Scheme only in exceptional circumstances. Any change will be posted on this page. Referrals received before a change or closure will be honoured under the terms in place when they were made.
6.4 Our decision on whether a Reward is due is final, but we will always explain it if you ask.
6.5 These terms are governed by the law of England and Wales.
7. Contact
Questions about the Scheme: sales@moorgates.co.uk or 0208 254 7109. Moorgate Chartered Accountants, Downsview House, 141–143 Station Road East, Oxted, Surrey RH8 0QE