Our Charity recommendation incentive scheme
We’re excited to share our latest news about our charity recommendation incentive and would love to tell you more about it and explain how you can help!
What is our charity recommendation incentive?
A value close to our hearts is being able to give back to our local community. So, we plan to donate £50 for each recommendation we receive and have set a target to raise £2,000 within 2024.
We aim to expand our support to more clients while also benefiting the community. We believe this incentive will successfully accomplish both objectives.
Alongside the incentive, we’ll be undertaking a range of fundraising events throughout the year, including coffee mornings and supermarket collections, and members of the team will be taking part in Run Cheltenham. Watch this space for more info on these events!
How can you help?
By recommending any suitable clients to Cheltenham IFA, you will be helping to support Cheltenham and Gloucester Hospitals Charity in making a positive impact on the lives of patients in need and funding critical medical care, advanced treatments, and improved facilities.
Not sure who to send our way? Keep reading to see if anyone you know could benefit from a chat with us!
Who do we help?
You know that you need to take control of your finances to live the life you want, but do your friends, family, and colleagues?
With that in mind, the clients we work best with are:
Building their wealth: They’re in the early stages of their life and career, with exciting times ahead. With the right planning in place, they can prolong that feeling. We’ll work to help them achieve their financial and personal goals, with support every step of the way.
Getting closer to retirement: Reaching the tail end of their career, anxieties may be growing about securing lasting stability. We’ll work closely with them, removing the hassle and jargon. Helping them to gain full control over their financial security and help protect their family’s future.
Entering or enjoying retirement: Retirement is a time of transition and a chance for them to reap the rewards of a lifetime of hard work. We’ll work with them to navigate the challenges that come with retirement with ease.
Looking to pass on their wealth: There’s no better legacy to leave than wealth that passes down generations of your family for decades to come. We can provide the peace of mind that comes with knowing their loved ones will be properly taken care of.
Why should you recommend us?
It’s our passion to help people, and here’s a reminder of why you can recommend us with confidence:
We have a local focus but a national reach
Cheltenham is our home, and we are committed to focusing on the town and surrounding region. So you can rest assured that you’ll be our client for life, wherever you might end up living, with fully remote support available.
We have a long-standing reputation
Many clients have been with us for decades. That’s a testament to the service we offer and the close bonds we form, and neither of those things will change any time soon.
We are caring by nature
When you succeed, we succeed. That means it’s in our mutual interests to give you only the very best advice. But what truly drives us is helping you find lasting happiness.
We are for every generation
Among our list of clients, you’ll find many examples where we look after several generations of the same family. That’s a testament to our holistic approach and the trust people place in us.
We have years of experience
Collectively, our advisers have more than a century of know-how under their belts. And they’re constantly staying updated, so you’ll always get accurate, considered advice from us.
We are small but mighty
The service you’ll receive as our client will always be top-drawer, but what’s unique is our hands-on approach. You’ll be on first-name terms with every member of our dedicated team.
Our clients love what we do
- 98.55% of clients are satisfied with our understanding of their needs, goals, and objectives
- 96.02% of clients believe working with us has helped or will help them achieve their financial goals
- 90.78% of clients said they would recommend us to family, friends, or work associates.
If that isn’t enough to persuade you, check out our reviews on Google and VouchedFor, where we have 4.8/5 and 4.9/5 ratings, respectively.
How can you recommend us?
Kindly ensure you have full permission from your friend, family member, or work colleagues before you introduce them to us (this is very important; please do not recommend someone to us unless you have their permission).
We’ll then contact them to arrange an initial discussion, and if we meet (face to face or online), we will arrange to donate £50 to Cheltenham and Gloucester Hospitals Charity.