Giving Back

Our work doesn’t stop at financial planning, through fundraising and donations we make a difference to the wider community.

Giving back

Making a difference

We are committed to helping others and we have fundraised and supported charities local to Sutton Coldfield and further afield. We also sponsor client and team events, and are always looking at ways to give back.

Giving back

Charity of the Year

Each year, the team picks a charitable cause to become their Charity of the Year. In 2020 and 2021 we supported the Sutton Coldfield YMCA and raised money for this important cause through fundraisers such as the YMCA Sleep Easy Challenge.

For 2022, we will be supporting the James Brindley Foundation, a charity very close to our hearts. The team will be raising money throughout the year and helping to spread the word about this much-needed charity which through education and intervention, helps the UK’s young people to make positive life changes for a better future.

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0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE