My Charity Partner
I believe in supporting the community. That’s why I am introducing an incentive: I’ll make a £50 charitable donation for every initial meeting resulting from a client recommendation. Whether the meeting takes place in person or remotely, I’ll make a donation to my charity partner.
Simply put, if you recommend your friends, family, or colleagues to me and I meet with them, I’ll make a £50 donation on your behalf.
If you know someone who might benefit from a conversation with me, I’d be delighted if you could introduce them.
Who should you introduce me to?
I work with people who are approaching or at retirement, as well as those who have built careers in law, insurance, banking, or tech focused on growing and protecting their wealth.
I offer clear, personalised guidance across a wide range of financial matters – including investments and savings, pensions, retirement income, pension transfers, and estate planning. To learn more about how I can help and add value, click the button below.
About the charity
The charity I’ve chosen to support is The Maypole Project.
They are a small, independent, local charity dedicated to supporting children and young people with complex medical needs, as well as their families. For over 20 years, they have provided free, flexible, and ongoing emotional support from diagnosis through treatment and beyond.
The Maypole Project offers vital services that make a real difference to families’ lives, including therapies, activities, sensory spaces, and befriending programmes. They also provide guidance and education to help families and professionals navigate complex medical needs. You can discover more about the work they do by clicking the button below.