Meet our new client manager and read the latest about our charity referral scheme in your Caliber team update
It’s been a busy three months here at Caliber. While we’ve been focusing on continuing to support our clients with managing their wealth so they can achieve their life goals, we’ve also taken on a new member of staff, and donated valuable funds to Myeloma UK as part of our charity referral scheme.
Find out more about these developments here in your latest Caliber team update.
Welcome Laura Currell to the Caliber team
First this month, we’d like to introduce you to Laura Currell, the latest addition to the Caliber team.
With more than 20 years’ experience in financial services, Laura has joined us as our client manager. She’ll be assisting with queries, providing administrative support, and generally ensuring a smooth and positive experience for you when working with us.
When getting in touch with us moving forwards, you may well hear from Laura. So, be sure to say hello and introduce yourself when you speak to her over the coming months, as she’s keen to get to know all our clients and get up to speed with your financial plans.
A warm welcome to Caliber, Laura – we’re delighted to have you on board!
Your 31 charity referrals so far in 2025 have raised £1,550 for Myeloma UK
The past three months have been great for our charity referral scheme, with 12 more referrals adding £600 to our total donations for this year.
You may know that our founder, Roger Yates, sadly passed away in 2019 after being diagnosed with myeloma, an incurable blood cancer. That’s why we work closely with Myeloma UK, the only charity in the UK that focuses on myeloma and its related condition.
We donate £50 to Myeloma UK when you refer friends or family to us. And, in 2025 so far, we’ve had a total of 31 referrals, meaning we’ll donate £1,550 to Myeloma UK.
Thank you to everyone who has referred their friends and families to us. Those referrals not only help your nearest and dearest to achieve their financial targets, but they also help us make a difference to those with myeloma, and their families.
If you know of anyone who would benefit from our services, then please do refer them to us.
Get in touch
If you would like to speak to us about anything you have read here, or have questions about your financial plan, please do get in touch with us.
Email contact@caliberfm.co.uk or call 01525 375286 to speak to one of our team today.
Please note
This article is for general information only and does not constitute advice. The information is aimed at retail clients only.
All information is correct at the time of writing and is subject to change in the future.
