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, we choose a charitable cause to support, and in 2025, we are proud to stand with Annabelle’s Challenge. Annabelle’s Challenge supports those affected by vascular Ehlers-Danlos Syndrome (vascular EDS), a rare and life-threatening genetic condition.
This cause is especially important to us as our own Lynette Coffey’s husband and children were diagnosed with vascular EDS in 2024. Throughout the year, our team will be raising funds and spreading awareness to help this wonderful charity continue its incredible work in supporting families and funding essential research.
🔗Find out more: Annabelle’s Challenge
