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Are you going beyond the call of duty?

Journalist: Carmen Reichman, FTAdviser

ended 06. November 2023

Dear advisers 

I'm looking to speak to advisers about their charity work, pro-bono, anything else that's not strictly part of your job spec, for a new hub we're running on FTAdviser in December.

So, are you going beyond the call of duty? Give me a shout, I'm very interested in what you're up to and your views on this topic.

I'll be exploring this  in a range of formats, including interviews, podcasts, short video interviews and op eds. Feel free to say if you have a preference for either of those.

Many thanks!

Carmen

 

 

3 responses from the Newspage community

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Graham Wells
Founder and Financial Coach at GroWiser Financial Coaching
Hello Carmen, I'm not an adviser, but I am a Chartered Financial Planner working in the capacity as a financial coach. I'd be more than happy to tell you more about the pro bono work I do with some individual clients, financial education in local schools and discounted coaching with a charity, which helps survivors of childhood abuse.
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Stephen Perkins
Managing Director at Yellow Brick Mortgages
Emailed you about our donation to charity on every mortgage, planting a tree on completion of every mortgage, free advice for NHS staff and most of our marketing spend is sponsoring grass roots community clubs. All that on top of having no targets except exceptional customer experience which has obtained us over 4000 5-star reviews on Trustpilot.
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Austyn Johnson
Founder at Mortgages For Actors
Every single day. We ry to put service above everything. We even meet every FTB on a F2F basis anywhere in the uk, just before application, to ensure they have all their questions answered as well as laying the personal foundation of trust. We aim to make sure every client feels well looked after.