Supporting Base 33 This Christmas

At this time of year it is traditional for professional firms to send Christmas cards to their clients and suppliers. This can be a costly and short lived gesture with the cards soon ending up in recycling.

Base 33 works with vulnerable and disadvantaged young people in Witney and West Oxfordshire. They support young people with a wide range of issues for as long as they need help focussing on drug use, homelessness and unemployment with mentoring, training and emotional support.

Many of our clients are parents and grandparents; we often help them to intervene positively in the financial lives of subsequent generations of their families.

At Expert Wealth we wish to mirror this intention of helping future generations so we are delighted to once again be able to support Base 33 with a charitable donation instead of sending Christmas cards.

You can find out more about what Base 33 do, or maybe even join us in supporting them at www.base33.org.uk

Our office will close for Christmas at 12:00 on Thursday 22nd December and re-open on Tuesday 3rd January 2017 at 09:00.

We’d like to thank all our wonderful clients for their support in 2016 and we you all a very happy Christmas and New Year.

Dominic

About the Author

Dom is a qualified and experienced Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years experience. His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement. Read more from Dominic...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you! C.L. (Oxford)

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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


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