Our Charity Referral Scheme

What is our charity referral incentive?

We believe in supporting our community. So, 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, we’ll make a donation.

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 supporting?

The Grand Appeal is the official charity for Bristol Children’s Hospital, helping sick children and babies from across the south-west receive the very best care, 365 days a year. It also supports the Neonatal Intensive Care Unit at St Michael’s Hospital through its Cots for Tots appeal.

Funds raised help provide life-saving equipment, pioneering research, family accommodation, and services that bring comfort and reassurance during incredibly difficult times. From music and arts programmes to practical support for parents and siblings, the charity works to make hospital life a little easier for the whole family.

Through our Charity Referral Scheme, we’re proud to support The Grand Appeal and its vital work giving seriously ill children and their families hope for a brighter future.

Find out more about The Grand Appeal

Our team of experts can support people from all backgrounds, but we specialise in working with:

  • Those still working and building their wealth, helping them make confident decisions about pensions, investments, and their financial future
  • Those planning for retirement, ensuring they have enough to enjoy their desired lifestyle
  • Retirees, providing peace of mind that they can enjoy later life without unnecessary financial worries
  • People who have received a lump sum, helping them decide how best to save, invest, spend, or gift it
  • Business owners and employers, supporting employee benefits, business protection, and long-term financial planning.

We offer guidance on a range of financial matters, including:

  • Financial planning, creating a clear plan that shows how your money can support your lifestyle and long-term goals
  • Retirement and pension planning, helping you prepare for retirement and create a sustainable income for later life
  • Investment advice and management, building and regularly reviewing a portfolio suited to your goals and attitude to risk
  • Inheritance Tax and estate planning, helping you pass on wealth efficiently and leave the legacy you intend
  • Lump sum and inheritance advice, providing guidance on how to spend, save, invest, or gift your money
  • Later-life planning, preparing for future care costs and helping your finances adapt as your priorities change
  • Employee benefits, including private medical insurance, life cover, critical illness cover, and income protection.

Contact us

We go above and beyond to help you

    J Edward Sellars
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