Independent Financial Planning Throughout the South West & South Wales
Working as Financial Planners we regularly sit down with individuals and families and are privileged to have their story and their circumstances relayed to us. This is often very personal as we need to understand the person to give the right advice.
During 2018 we have been touched by several individuals stories and circumstances that we have learnt about in the course of helping people get the right advice in the face of extreme pain and adversity.
Several clients we have helped this year have had Cancer. All different circumstances and we have helped them with their financial planning needs as they adjust to a very different life, and sometimes the reality of the loss of a loved one.
We have seen the benefit of protecting yourself from ill health and how this can give financial relief to people who have been given a serious diagnosis. Helping people to arrange their affairs so as to ease the difficulties of being unable to work, or reducing hours to look after loved ones.
On the other side of the fence we have seen the struggle when adversity hits and there is nothing in place to protect the individual and their family, and how hard it is to create a long term plan for those who will be left behind, when all the focus is on the person who is ill.
The experiences of this year have moved us to want to give something back to help and support Cancer Research UK in their bid to find a cure and improve the lives of those who are diagnosed with cancer.
We have therefore decided to make a charitable donation of £40 to Cancer Research UK for every client referral we receive that results in us obtaining a new customer to look after their financial well being.
As our business grows and we help more people, we would like to say thank you to loyal clients for their support and recommendations and at the same time remember the individuals we have met who are struggling financially as illness takes over their lives.
The initial target is to donate £2000 at the end of 2019 which would mean we were helping a further 50 new clients with their financial planning from personal recommendations from you.
Donating through JustGiving is simple, fast and totally secure. Your details are safe with JustGiving - they'll never sell them on or send unwanted emails. Once you donate, they'll send your money directly to the charity. So it's the most efficient way to donate - saving time and cutting costs for the charity.
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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