Our commitment to the local community
One of the ways we’re proud to be different is our genuine commitment to the local community. Unlike other firms, we don’t charge an initial fee*. In doing this, we hope you might consider donating to one of the charities below instead (click the logo to reach the donation page). It’s entirely up to you, of course.
Choosing a ‘charity of the year’ has become the norm but we have opted to support these charities on a long-term basis, which will hopefully lead to meaningful partnerships where we can assist not only with financial contributions but also time in areas that are needed most. Our aim is to forge relationships which have a long-lasting impact on our local community.
If you prefer not to donate in lieu of a fee (we know many people already support charities close to their hearts), any way you are able to support any of these charities with time, donations to any of the fantastically run St Peter’s Hospice shops or helping to raise their profile by mentioning them to a friend, we would really appreciate it.
*Not applicable for BPR/VCT/EIS investments due to the level of risk. We are happy to discuss fees for these investments, please get in touch.
Richard is an active member of the local community as secretary of the Westbury on Trym Business Society and a keen Clifton Rotary Club member. If there are any organisations which you think we could assist with or share news via our social media accounts, please let us know here.
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