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. We are happy to discuss fees for these investments, please get in touch.


Marmalade Trust

Dedicated to recognising loneliness across society and helping people to make new friendships.


Bristol Research into Alzheimer's and Care of the Elderly. BRACE funds world class clinical and laboratory research into Alzheimer's and other forms of dementia to find better treatments, achieve earlier diagnosis and one day, a cure.


One of the leading practitioners in the UK of meaningful activity for older people in care, they provide fun and dynamic activity sessions to encourage creativity, celebrate life stories and get the circulation going.

Southmead Hospital Charity

Fundraising for projects that are beyond the remit of the NHS but have a huge impact on the lives of patients.


St Peter’s Hospice

Caring for adults with life-limiting illnesses. Aiming to improve the quality of their living and dying while extending care and support to their families and loved ones.


Community Links

Richard is an active member of the local community as a member of the Westbury on Trym 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.

Please follow our Twitter account or ‘like’ our Facebook page for updates on events and news in and around the BS9 area.