Your end-of-year update from Caliber Financial Management
It seems almost unbelievable that we’re at the end of another year, yet the festive season is very much upon us and 2025 is almost over.
It’s been another busy 12 months here at Caliber Financial Management. As well as providing advice throughout the year, we’ve moved to a new office, welcomed new team members, and kept you up to date with all the major financial news stories of 2025.
With this year fading and 2026 just around the corner, we wanted to give you a quick update on our charity referral scheme and Google reviews, and, of course, wish you and your family a merry Christmas.
We’ve raised £3,900 for Myeloma UK in 2025
Firstly, we wanted to say a big thank you to everyone who has referred a family member, friend, or colleague to us this year.
As many of you will know, we run a charity referral scheme with donations going to Myeloma UK, the only charity in the UK that focuses on the incurable blood cancer, myeloma, and its related condition.
In 2019, our founder, Roger Yates, sadly passed away after being diagnosed with myeloma. That’s why we set up our charity referral scheme, helping your family and friends access financial advice while we donate to an incredibly worthy cause.
When you refer your nearest and dearest to us, we donate £50 to Myeloma UK. Throughout 2025, you referred 58 people to us, meaning we’ve donated £2,900 to the charity.
Combined with the £1,000 we’ve donated in lieu of sending out Christmas cards this year, our 2025 donation totals £3,900.
Altogether, that means we’ve now raised £16,700 for Myeloma UK since we started the referral scheme.
Again, a heartfelt thank you to everyone who has referred someone to us.
Thank you for your Google reviews – and please do leave your feedback if you haven’t already
We also wanted to say thank you to everyone who has left us a review on our Google profile.
Google reviews are crucial for our business as they give other potential clients searching for us an insight into your experiences with us.
As of December 2025, we have a five-star rating based on 39 reviews. Thank you to everyone who has already left us a Google review and given us such positive feedback – it is very much appreciated.
If you have yet to do so and would like to provide your feedback, please leave us a Google review here.
Thank you in advance for your support!
Wishing you a merry Christmas and a happy new year
As we wind down to the end of the year, we’d like to extend a wholehearted thank you for another 12 months of serving you.
The whole team at Caliber is very aware of just how lucky we are to have the opportunity to work with you and help you organise your wealth, so that you can achieve your financial goals. So, thank you for working with us – we look forward to serving you next year and beyond.
Just to let you know, our last day in the office this year will be Monday 22 December, and we will return on Monday 5 January.
In the meantime, we hope you have a very merry Christmas, and a happy, healthy new year.
See you all again in 2026.
