Leicester-based IFA Rowley Turton has partnered with a local charity called TwentyTwenty and will make a donation for every person new to the firm that books a meeting.
The chartered financial planner said it will be making a £50 charitable donation to youth charity TwentyTwenty for each person that an existing client or contact recommends to them, who then goes on to book in an initial meeting.
The IFA said there is no requirement for the introduced person to become a client of Rowley Turton.
All they need to do is agree to make time for an informal chat about their financial goals, whether face-to-face, via Zoom or on the phone.
Scott Gallacher, director at Rowley Turton, said: “I'm delighted that TwentyTwenty was chosen, as it's a charity I have known for some years.
“Given the challenges of the pandemic, young people need more help than ever before so it feels like the right choice. We're aiming to raise at least £2,000 during the course of 2022 but will hopefully smash that target.”
Rowley Turton had compiled a shortlist of charities from staff suggestions and then invited their clients and the people of Leicester to vote on which charity should be chosen.
After more than 1,000 votes, the winner was announced as TwentyTwenty, a Loughborough-based charity which, through its lead project, Love4Life, helps young people aged 11 to 19 years build their confidence and make positive choices — in their relationships, health and education.
Joanna Burrows, fundraiser at TwentyTwenty, added: “We're thrilled that Rowley Turton have chosen us as their charity of choice in 2022.
“Nearly two years of the pandemic have taken their toll on young people in so many different ways and this financial boost couldn't have come at a better time. It will help us to provide a far greater level of support to the young people of Leicestershire.”
Established in 1996, Rowley Turton advises people planning for retirement, those already enjoying their retirement, and those recently bereaved.
Their independent financial advice covers investments, savings, pensions, retirement, protection, and long-term care.
sonia.rach@ft.com
What do you think about the issues raised by this story? Email us on FTAletters@ft.com to let us know
