Charity incentive

We’re excited to let you all know that we’re looking to launch our brand-new charity referral incentive to help raise money for a great cause. To start, we need your help.

What is our charity incentive?

We’re planning to make a £50 charitable donation for every initial meeting we have that comes from a client recommendation. Whether the meeting takes place in person or remotely (via Zoom, Teams, etc.), we’ll donate. There’s not even a requirement for them to become a client!

Simply put, if you recommend your friends, family or colleagues to us and we meet with them, we’ll make a £50 donation on your behalf.

Who are we helping?

The good cause that we’ve decided to support with our new charity referral is York Against Cancer.

They are a small, independent and local charity. Over the last three decades they’ve raised more than £15 million to make a difference to the lives of local people affected by cancer.

They provide practical help and support for patients and their families living with cancer in York, North and East Yorkshire. Their work funds vital research and education to prevent and cure cancer in the future.

Who can you introduce us to?

Our team of experts can help people in various circumstances and from a wide range of backgrounds. However, we specialise in working with a select few groups of people:

  • People building for retirement
    Planning for retirement is more than deciding which pension to choose. Working together with you, we’ll establish your aspirations and the lifestyle you want when you finish work.
  • Conscientious investors
    Increasingly, people are demanding ethical investments that help reduce the impact of business on the climate and society. We can work with you and place your investments in funds that meet your ethical and social beliefs.
  • People going through divorce
    It can be one of the most upsetting and emotional times of your life. With so much happening at once it can be difficult to understand your total joint assets, investments and pensions.
  • People in retirement
    Retirement can be an exciting and highly rewarding stage in your life, but it can raise many questions. We’re here to help you answer those questions, providing you with the confidence to enjoy your retirement safe in the knowledge that your lifestyle can be maintained.
  • People in later life
    Statistics show that many of us are likely to need extra care later in life, which could cost tens of thousands of pounds a year. This could significantly reduce your wealth, and ultimately, the amount of money you can leave to loved ones. We can help make sure you and your family are prepared.

Why you can recommend us in confidence

  • We’re Chartered
    We’re proud to be a Chartered firm, as awarded by the Chartered Insurance Institute. Chartered status represents the “gold standard” of financial planning. By choosing a Chartered firm, you are working with a business that has proven its technical knowledge and conduct and adheres to industry best practices.
  • We’re Top Rated
    We’re proud to say that we were in included in the VouchedFor Top Rated guide for 2022, distributed by The Times. The purpose of this guide is to help identify the best advisers throughout the UK, based on client feedback.
  • First-class service in a clear and understandable way
    In the complex world of finance there is a lot of jargon and complex regulations, but we’ll explain proposals in a clear, unambiguous way, providing you with peace of mind about your wealth and the confidence to plan your next steps.

So, if you know someone that we can help, please pass on our details and invite them to get in touch. Not only will you be helping a friend or family member, but you’ll also be helping a fantastic cause!