We’re trying something new in 2023 with the launch of a client referral charitable donation scheme. Every time an existing client refers a friend or family member to us, who then goes on to become a client, we will donate £50 to one of our chosen local charities.
Across our UK office network, employees have chosen charities in their community to support, which we do through initiatives like Movember, Macmillan coffee mornings, Fun runs, food bank appeals and volunteering days. In 2022, we supported charities including Glasgow City Mission, Lincolnshire Air Ambulance, Great Ormond Street Hospital and Emmanuel House Support Centre.
In a 12-month period we will typically take on hundreds of new clients, so the opportunity to make a difference is huge!
We will provide an update on progress midway through the year and at the end when we have a final figure.
So, if you know someone who would benefit from an introduction to your financial planner, please don’t hesitate to get in touch with them and help us raise even more money for charity this year!