Our community

Our commitment to our community

Besides offering tailored wealth management and financial planning services, one of our main priorities is to help connect local businesses, as well as promote and support the amazing work local charities do each day.

We truly believe by working together we can create a better community for everyone, as well as greater wellbeing both financially and health wise. That is why we are aiming to donate a percentage of our turnover to charity, as we grow. This is in addition to all the charity events we are delighted to support and attend during the year.

Some of the initiatives that our team are involved with include being part of the Newcastle United Foundation Business Board, Sick Children’s Trust Toon Council and the Lord’s Taverners North East Regional Committee. However, the team are active and support many other charitable activities throughout the year, including volunteering days and Give As You Earn.

Recent community events

Here’s what we’ve been up to recently.
City of Lights, Market of Opportunities

City of Lights, Market of Opportunities

Our latest Investment Strategy Quarterly gives you informed insights on the potential aftermath of the…
Sizzle And Fizzle

Sizzle And Fizzle

In this month’s Market Commentary, our European Strategist, Jeremy Batstone-Carr, looks back on a ‘series…
Out With The New, In With The Old!

Out With The New, In With The Old!

In this month’s Market Commentary, Jeremy Batstone-Carr, our European Strategist, reflects on the recent resurgence…

If you would like to start the conversation, please get in touch