We do more than invest in our clients, we invest in our community.
We understand the importance of giving back to the people and communities we work with in order to develop a society that is fair, supported and geared towards a sustainable future.
Therefore, alongside our day-to-day duties, we run a number of regular CSR initiatives, which enable us to continue supporting and developing the people and places around us.

Within the Nottinghamshire region and surrounding counties, our representatives have worked in schools to prepare the next generation for the world of wealth. Our workshops guide school children through a range of topics, while maintaining a fun atmosphere to capture their interest.
As with our clients, we believe that conversations surrounding money should not be awkward or uncomfortable. Our workshops break down the barriers limiting people financially, starting at a young age.


In collaboration with Champions (UK) plc, we have raised over £2 million for Rainbows, a children's hospice in Loughborough. It is an essential haven for countless families, yet the hospice relies mainly on public donations and costs over £6 million a year to run.
Our fundraising activities range from high-profile charity events to annual workplace fun days. We feel a vast corporate responsibility to my community, which drives us to continue raising money.


As a former player and still a Professional Cricketer’s Association member, I was delighted to be able to support social media abuse workshops that the PCA have run for their current members. I see how important the correct support for mental health is and my sponsorship of these workshops has helped the PCA deliver this ground breaking initiative.
I feel immensely fortunate to have been a professional sportsman but even more proud to be a member of the Professional Cricketer’s Association who takes such pride in looking after their own.
