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Case studies – charities

Case study - Charitable investments

Charitable investments

Financial Planner – Kerry Holmes

Kerry Holmes, Director and Independent Financial Planner, recently worked with a non-profit organisation who initially only needed our help to set up an Investment Policy Statement.

Like with many clients, this initial requirement became much more complex and required additional support.

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Insured benefits

Employee Benefits Consultant – Beverley Lee

Beverley Lee, Senior Employee Benefits Consultant, worked with an existing charity client who wanted to put Group Life Insurance (also known as Death in Service) in place for their staff. 

The client had already received quotes, but wanted to make use of our independence to obtain a more competitive rate.

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Case study - insured benefits

What our clients say

'Our experience of their work, from the initial review of our pension arrangements, through to a fully managed change of pension supplier and placement of our insured benefits, has been outstanding. The service, support and expertise provided has at all times been beyond our expectations. They are a truly excellent supplier with whom we hugely enjoy working with.'
Andy Campbell | Workplace Pensions Specialist
'Beverley and the team have been great to work with and provide much-needed support in a professional and timely manner. We highly recommend their services to other employers.'
Beverley Lee | Senior Employee Benefits Consultant
'I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.'
Kerry Holmes | Financial Planner
'During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance.'
Liz Burrows | Financial Planner
'Their advice has added value to the services we provide as a People Team, and in turn the benefits that our people receive. I would highly recommend their services.'
Andy Campbell | Workplace Pensions Specialist
'I have been very impressed by how I have been looked after by my personal financial adviser and I'm entirely happy with the service she has provided.'
Sarah Maguire | Financial Planner
'[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.'
Liz Burrows | Financial Planner
'A very professional and helpful organisation - with a team always willing to assist and provide support.'
Beverley Lee | Senior Employee Benefits Consultant
‘Kevin has been my financial adviser for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’
Kevin Froggatt | Financial Planner
'You have been invaluable, giving me peace of mind concerning my financial affairs for many years.'
Graham Moore | Financial Planner
'Thanks for your help and the great service.'
Nathan Munt | Financial Planner
'I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.'
Nathan Munt | Financial Planner
'Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.'
Beverley Lee | Senior Employee Benefits Consultant
'I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.'
Liz Burrows | Financial Planner
'My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.'
Graham Moore | Financial Planner
'I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.'
Angela Carpenter | Financial Planner
‘We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.‘
Kevin Froggatt | Financial Planner
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We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.