We believe businesses should play a positive role in the communities they serve. Our commitment goes beyond the work we do every day, it’s about supporting local people, championing community activities, and giving back in meaningful, practical ways. This page brings together the promises we make to our clients and the contributions we make to our community throughout the year.
Our referral pledge
Our referral pledge is our way of saying thank you to the people who recommend us. We know that trust is earned, and when someone chooses to refer us, we take that responsibility seriously.
What the referral pledge means
When a client refers someone to us, we make a donation on their behalf. It’s a simple, transparent way to give back while recognising the trust placed in us.
How it works
- When you refer a family member, friend, or colleague, we'll make a £100 donation, once they have appointed us as their financial adviser.
- There are no limits to how many referrals you can make.
- Each donation goes directly to a local cause, charity or community initiative of your choosing.
Our commitment to transparency
The process is clear, fair and straightfoward with no hidden conditions. This is just our way of saying thank you and it also benefits our community.
Once we are appointed, we will ask you who you would like the donation to go to, and send you proof of this once the donation is made.
Our nominated charities are Great Ormond Street Hospital and The Purfleet Trust, whom we donate to regularly.
