Our Community
Beyond our day-to-day, we are dedicated to much more than providing financial advice. We are passionate about supporting our local communities, and it is a privilege for us to support various initiatives across the South of England.Lewis-Manning Hospice Care
We have proudly supported Lewis-Manning Hospice Care since 2021. This incredible charity is dedicated to helping people with life-limiting illnesses and their families across East Dorset. They deliver care for patients who have been diagnosed with life-limited illnesses who are within the catchment areas in Poole, Purbeck and East Dorset.
Since the relationship began, our team has engaged in a variety of fundraising efforts, challenges, and activities which has raised over £30k for the charity. Peter comments on our ongoing relationship with Lewis-Manning, “It has been wonderful to learn about the remarkable expansion of the hospice’s services within the local communities it serves, providing vital support to patients and their families facing life-limiting illnesses.
We remain dedicated to supporting Lewis-Manning. It is truly rewarding to know that our contribution is making a positive impact, and we take great pride in having facilitated these funds through the St. James's Place Charitable Foundation".
Dorset Chamber Member & Future Leader Sponsor
We are proud to be members of the Dorset Chamber. The Chamber supports our Practice with first-class services that help us continue to grow and thrive. Our membership also provides valuable opportunities for thought leadership and enables us to contribute to the key issues shaping our business community.
The Dorset Chamber brings businesses together through its extensive membership network. As a fully accredited member of the British Chambers of Commerce, the Chamber offers a uniquely trusted platform with both local influence and national recognition.
We are also proud co-sponsors of the Future Leaders programme, in partnership with Frettens Solicitors. This programme consists of bi-monthly events designed to support the personal and professional development of young professionals aged 18 to 35. Participants benefit from opportunities to network, share insights and build leadership skills across a range of core business themes. Our Wealth Management Consultant, Freddie Harding, also sits on the Future Leaders committee. We are delighted to play a part in nurturing the next generation of talent within Dorset’s business community.
Wimborne RFC Sponsorship
We are the proud sponsor of the Wimborne RFC 2nd Team kit for the 2024/25 season. Our very own Robbie Holman has played for Wimborne RFC since the age of five and now serves as Vice-Chairman and Seniors Coach.
Reflecting on the partnership Robbie shares, “To say this club has been a major part of my life is an understatement. I’ve spent 25 years in rugby, and every one of those years has involved Wimborne RFC in some way. Being able to give back to the club that has given me so much is a true privilege. Wimborne RFC is the heart of the community, from Minis to Seniors, which perfectly aligns with our company’s ethos to put our clients at the heart of everything we do.”
We wish Wimborne RFC every success for the 2024/25 season!
The West Hants Club Sponsorship
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