Charity incentive
What is our charity incentive?
Starting in June 2022, we 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 since September 2026 with our charity referral is Two Ridings Community Foundation, specifically through the York Community Fund.
Two Ridings Community Foundation helps people and businesses give back to the places they care about. Since 2000, supporters have contributed more than £25 million which has been awarded as grants to local community groups across York, North Yorkshire, Hull and East Yorkshire.
The York Community Fund was launched in 2024 to bring together donations from businesses, charitable trusts and local people who want to invest in a better York.
The Fund supports community organisations across the city, helping people respond to local challenges. Importantly, York residents and people with lived experience of the issues affecting the city, help shape the Fund’s priorities and decide where funding is needed most, ensuring money reaches the communities where it can have the greatest impact.
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 & Accredited
We’re proud to be one of the very few firms that hold both Chartered and Accredited firm status, as awarded by the Chartered Institute for Securities & Investment. The combination of these accreditations represents our commitment to providing the ‘gold standard’ of financial planning. By choosing a firm that is both Chartered and Accredited, you are working with a business that has proven its technical knowledge and conduct, and adheres to the most rigorous industry best practices.
- We’re Top Rated
We’re proud to say that our advisers were in included in the VouchedFor Top Rated guide for 2026, distributed by The Times and The Telegraph. The purpose of this guide is to help identify the best advisers throughout the UK, based on client feedback, and it’s the sixth year in a row our advisers have been included.
- 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!