Each year, we ask our team to nominate a number of charities that are personally meaningful to them. Causes that have touched their lives, supported loved ones, or made a difference within our community.

We then invite our clients to choose one charity for us to support throughout the year.

We’re delighted that this year our clients selected Trent Dementia, a local charity close to us that provides vital support to people living with dementia and their families.

As a local financial planning company, community matters to us. The relationships we build with our clients go far beyond finances, which is why involving both our team and our clients in choosing our charity partner is so important to us.

Throughout the year, we’ll be organising fundraising events and activities to raise as much as we can in support of Trent Dementia’s incredible work. Every donation, no matter the size, will help make a real difference.

Thank you for your support — it truly means a lot 💙