We’re excited to let you all know that we’re looking to launch our brand-new charity referral incentive to help raise money for a great cause. To start, we need your help.

What is our charity incentive?

We’re planning to make a £50 charitable donation for every initial meeting we have that comes from a client recommendation. Whether the meeting takes place in person or remotely (via Zoom, Teams, etc.), we’ll donate. There’s not even a requirement for them to become a client!

Simply put, if you recommend your friends, family or colleagues to us and we meet with them, we’ll make a £50 donation on your behalf.

Who are we helping?

The good cause that we’ve decided to support with our new charity referral is Leeds Children’s Charity.

They focus on assisting disadvantaged children of Leeds to realise their full potential, to be all they can be, for the benefit of themselves (primarily) and the wider community.

Having supported over 100,000 children, they have proven time and again that the work they do is invaluable. Not just for the children we care for, but for the parents and carers, the schools they support, and the wider community.

They’re committed to ensuring the work they do aligns with their values:

  • Passionate
  • Purposeful
  • Transparent
  • Connected
  • Engaged
  • Compassionate

Visit their website to read more about the fantastic work they do.

Who can you introduce us to?

Our team of experts can help people in various circumstances and from a wide range of backgrounds. However, we specialise in working with a select few groups of people:

People thinking about retiring

It’s never too soon to start planning for the future you want. You may have a clear idea about your dream retirement, or you may have no idea at all. We’ll help you set clear objectives and make sure you’re on track to achieve them.

People ready to retire

You only get one retirement, so you want to make sure it’s perfect. Whether you’re looking to put your feet up and relax or looking to start a brand-new adventure, our team of experts will help you get there.

People in retirement

Your retirement should be one of the most exciting stages of your life, with a brand-new change of pace and priorities. But with change comes potential adjustment, which is where we can help.

Why you can recommend us in confidence

We’re Passionate

Our team of experts is passionate about having our clients’ best interests at the forefront of everything we do.

We make our clients’ lives better

In our client survey, 100% of clients said they believe working with us has helped or will help them achieve their goals, and 94.83% of clients said they’d recommend us to friends and family.

We speak your language

It’s important for us that you’re in the know as much as possible throughout the process. This is why we speak plain English and as little jargon as possible.

We’re open and honest

We want to help you, which is why we’re open and honest throughout the entire working relationship.

So, if you think you know someone that we can help, please pass our details and invite them to get in touch. Not only will you be helping a friend or family member, but you’ll be helping a fantastic cause too!

To find out how we can help you achieve your goals, please get in touch today