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  • Hoxton staff raise over £2,000 for charity via Tough Mudder

    Nine team members from international Financial Planning firm Hoxton Wealth have raised £2,270 for a teen cancer charity by completing a Tough Mudder challenge.

  • IFA network renews partnership with mental health service

    IFA network Rosemount Financial Solutions has renewed its partnership with mental health services providerSix Mental Health Addiction.

  • First Wealth launches donor-advised charity fund

    London-based Chartered Financial Planner First Wealth has today launched a donor-advised charity fund to establish a framework for the firm’s philanthropy.

  • Finli's charity challenge doubles fundraising goal

    Financial Planning business Finli has raised £14,074 for Alzheimer’s Society and Alzheimer Scotland during a relay challenge that saw its workers cover 3,603 miles by walking, running, and cycling.

  • Titan Wealth partners with rugby mental health charity

    Titan Wealth has partnered with rugby mental health charity Looseheadz for a range of fundraising and sporting education initiatives.

  • Standard Life hands £1.1m to carers' charities

    Standard Life said it has handed carers charities £1.1m in the past two years as part of its Caring for Carers campaign.

  • Planner donates £10k to charity with referral initiative

    Financial Planning firm Finli Group has donated £10,000 to Alzheimer’s Society and Alzheimer Scotland two months into its new charity partnerships programme.

  • Quilter Foundation pledges £3m to financial education

    The Quilter Foundation, the charity arm of wealth manager Quilter, has pledged £3m to financial education over the next five years.

  • One Four Nine expands Scots presence

    Chartered Financial Planning firm One Four Nine Wealth has opened a new office in Glasgow to spearhead its growth in Scotland.

  • HNW clients disappointed by philanthropy advice

    Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.

  • Advisers take on 240km charity cycle in Slovenian alps

    Two IFAs at national advice firm Continuum are planning to tackling a charity 240km alp cycling challenge to raise money for an African food charity.

    St Albans-based Andrew Horne and Bournemouth-based Chris Miles hope to raise £2,000 through their efforts in Slovenia.

    They will cycle across Slovenia’s Julian Alps from Ljubljana via Skofia Loka, Lake Bohinj and Lake Bled taking in altitudes of up to 1,200 metres.

    They will be raising cash for the charity Eternal Flame, which supplies its Eco Cook Bag to people in Lesotho and Tanzania. The bag allows to food to be cooked at high temperatures ethically, safely  and economically.

    Mr Horne, said: “The challenge is a significant one with the steep altitude being a real test of perseverance. This doesn’t compare, however, to the challenges faced by those communities that Eternal Flame assist.

    “They are a wonderful charity whose work is truly transformational and as 2.3bn people cook over an open fire, they are saving lives, sight, and lungs, one bag at a time.”

    Mr Horne is experienced in the charity saddle, having previously raised more than £3,000 for charity with a coast-to-coast cycle ride.

    Martin Brown, managing partner at Continuum, said: “Andrew’s latest cycling challenge not only demonstrates his dedication to charitable giving, but also shows his discipline and dedication to meeting ambitious physical and mental goals.”

    If anyone wants to sponsor the cycling advisers they can do so through Just Giving https://www.justgiving.com/crowdfunding/eternalflame


  • 3 in 4 HNW individuals include charitable legacy in estate plans

    Three in four (75%) of those with estates of £5m or higher have already included a charitable gift in their estate planning, according to new research.

  • Paradigm Norton staff raise £8,600 for baby loss charity

    Nine workers at West Country Financial Planning firm Paradigm Norton have raised more than £8,000 for a baby loss charity by walking 26 miles along the Devon coastline.

  • Planners seek support for 1,300 mile Ukraine charity drive

    In July Financial Planners Phil Billingham, Shannon Currie and David and Gail Crozier will drive 1,318 miles over three days across Europe to deliver an evacuation vehicle destined for work on the Ukrainian frontlines.

  • Quilter donates £25,000 to Myanmar Earthquake Appeal

    The Quilter Foundation, the charity arm of wealth manager Quilter, has donated £25,000 to the Disasters Emergency Committee Myanmar Earthquake Appeal to support vital humanitarian aid following the earthquake that struck Myanmar last month.

  • Belmayne gifts over £8,000 to small charities

    Derbyshire-based Financial Planning firm Belmayne has gifted over £8,000 to small local charities after a year of fundraising.

  • Planner to tackle solo trans-Atlantic charity row

    Tom Skinner, Financial Planning director and co-founder of London-based Barnaby Cecil Financial Planning, is raising money for charity with a solo trans-Atlantic crossing row.

  • IFW partners with financial education charity

    The Institute for Financial Wellbeing (IFW) has appointed financial education charity Redstart Educate as its first associate member.

  • Evelyn partners with charity Career Ready

    Wealth manager and Financial Planner Evelyn Partners has agreed a three-year corporate partnership with social mobility charity Career Ready.

  • IFP conference Zumba dancing raises £6,000 for breast cancer charity

    Nick Cann dancing at IFP Conference 2012
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