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Introducing the brand-new Caliber Financial Management newsletter, and an update about what’s happening here
At Caliber Financial Management, we want you to know that we’re always here to offer support on any aspect of your finances.
Crucially, we’re also on hand to provide guidance on the latest news that could affect your wealth. That’s why we’ve launched our brand-new newsletter, and will be keeping in touch with you regularly throughout the year.
Find out more about what this means for you, as well as an update on what else is happening in our business.
A newsletter filled with useful information for you, your finances, and your lifestyle
Through our brand-new newsletter, we’ll deliver the latest financial news and information directly to you.
These newsletters will contain a range of different articles, from newsworthy events that could affect your finances, to issues you might face throughout your financial journey and tips that could help you manage your money even more effectively.
Now and then, we’ll include lifestyle articles, such as events going on in your local area or ways to improve your health and wellbeing. We’ll keep you up to date with everything that’s going on at Caliber, too.
In this month’s newsletter, you can read two informative articles:
We hope you find these articles interesting and useful in helping you manage your wealth. Of course, please do get in touch with us if you have any questions about what you read in these articles.
Read about our latest fundraising efforts as part of our charity referral scheme
As a local business, we’re passionate about using our position to give back to charities and our wider community, supporting those most in need.
One of our ongoing charitable relationships is with Myeloma UK, the only charity in the UK that focuses on the incurable blood cancer myeloma and its related condition.
This charity is particularly close to our hearts as our founder, Roger Yates, sadly passed away from the condition.
That’s why we run a charity referral scheme. For every referral we receive from clients like you, we donate £50 to Myeloma UK. So, if you have friends and family that could benefit from working with us, please do send them our way. Not only will this mean that someone you know benefits from our comprehensive financial planning service, but it will also mean supporting a worthy cause.
Additionally, instead of sending Christmas cards out at the end of the year, we donate at least £1,000 to Myeloma UK.
As of September 2024, our charity referral scheme has raised £8,750 for Myeloma UK.
Beyond our charity work, we also look to have a positive impact in our local community, sponsoring the kits of local rugby and football teams. These small acts of generosity can make a big difference to organisations like this.
We’ll be continuing our charitable endeavours throughout the year and updating you every few months on our latest ventures. Be sure to keep an eye out for community and charity updates when they drop into your inbox.
Take a moment to visit our new website
Among everything else happening here at Caliber, we’ve also been busy with the launch of our new website.
The website is a brilliant “shop window” for our firm, featuring a whole host of useful resources including:
- Details about who we serve and how we can help you in different areas of your financial planning
- Videos involving conversations with clients who we work with, explaining how we’ve helped them and the value they feel we’ve delivered
- An explanation of the journey you’ll go on when you work with us, from understanding and establishing your financial situation and goals, to designing and implementing a bespoke financial plan for you.
It also has details of our 13 team members on our “About us” page. While you might only have regular, direct contact with your financial adviser, there’s a whole team of people working together at Caliber to deliver your financial planning service. This page gives you an opportunity to get to know the people behind the scenes here.
We’re incredibly proud of the website as it’s a fantastic representation of who we are and what we do. If you have a few minutes, please do take a look at it and let us know what you think.
Get in touch
As ever, the Caliber Financial Management team are on hand if you ever need support.
Email contact@caliberfm.co.uk or call 01525 375286 to speak to us today.
Please note
This article is for general information only and does not constitute advice. The information is aimed at retail clients only.