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Your end-of-year update from Caliber Financial Management
It seems unthinkable that we’re already at the end of 2024. But, the arrival of storm Darragh and the accompanying wind and rain is a clear signal that winter is well and truly upon us.
As usual, 2024 has been another busy year at Caliber Financial Management, and we’ve thoroughly enjoyed supporting you in organising your wealth so that you’re able to achieve your goals.
With another year in the rearview mirror, it’s the perfect opportunity to reflect on the previous 12 months here at Caliber. So, find out more right here in our end-of-year update.
In particular, you can see details of our charity referral scheme, which has helped us raise valuable funds for Myeloma UK. Additionally, find out about the positive feedback we’ve had about our newsletters, and read a thank you for all your Google reviews.
Plus, make sure you read to the end for our Christmas message to you.
We’ve raised £12,700 for Myeloma UK through our charity referral scheme
As you may well know, one of our priorities at Caliber is to support those in need by giving back to charities and our wider community. We’ve achieved this goal this year by continuing to run our charity referral scheme, which we use to maintain our ongoing relationship with Myeloma UK.
Myeloma UK is the only charity in the UK that focuses on the incurable blood cancer myeloma and its related condition. This is an especially important cause to us at Caliber as our founder, Roger Yates, passed away from the condition in 2019.
We donate £50 to Myeloma UK for every client referral we receive. So, whenever you send friends or family our way to benefit from our services, we’ll make a donation to this worthy cause.
In 2024, we received 59 referrals – our highest number to date compared to previous years – and donated £2,950 this year.
Additionally, as we always do at this time of year, we’ll be donating a further £1,000 to Myeloma UK in place of sending out Christmas cards to you. We hope you agree that while sending out Christmas cards is a nice way to stay in touch with you, this is a highly effective way for us to use these funds for the greater good.
In total, that means we’ve now donated £12,700 to Myeloma UK. As ever, thank you for continuing to refer your friends and family to us, and helping us to keep supporting this important cause.
If you know of anyone who would benefit from our services, then please do refer them to us. That way, you’ll both be helping someone you love to find a trustworthy financial planning firm, and also supporting a deserving charity.
We hope you are continuing to enjoy our newsletters
This year also marked the start of us distributing newsletters to you for the first time. If you’ve been receiving these already, you’ll know that they’re filled with useful insights to help you manage your wealth, as well as information on things to do in our local area.
Some highlights from the articles we’ve delivered to your inbox this year include:
- 5 key Budget announcements and how they might affect your wealth
- How to have productive conversations about wealth with your family for Talk Money Week
- 6 of the best autumn walks to enjoy across Beds, Herts, and Bucks
Since starting this initiative in September, we’ve received many positive messages from you, saying how much you appreciate the newsletters and the information they contain.
We’ll continue to send out timely insights and updates to you each month in 2025. Please do keep letting us know how you feel about these newsletters, and tell us if there are topics you’d like us to cover in future editions.
Thank you for all your positive Google reviews
One of our most significant achievements for 2024 has been gathering positive feedback from you on our Google business profile.
Reviews on platforms such as Google are so important for our business. They help other people seeking advice to learn about your positive experiences with us here at Caliber, giving them the confidence that we’re a trustworthy firm providing a high-quality service.
Additionally, your feedback is crucial in helping us understand what you most appreciate about our work, and where we can refine our offering further to provide an even better service for you.
We’ve now received 15 reviews from our clients this year, taking us to 38 in total, all of which are five stars.
We’re really grateful to those of you who have already given us a review. If you have a Google account and you’re yet to leave us feedback and would like to, please click here to go straight to our Google page and give us a rating – thank you in advance!
Wishing you a merry Christmas and a happy new year
As we come to the end of 2024, we’d like to extend a heartfelt thank you to you for working with us this year. It is an immense privilege that you choose us to support you in managing your wealth, and we look forward to continuing to do so next year and beyond.
Just to let you know, our last day in the office is 20 December, returning on 2 January.
From all of us here at Caliber, we hope you have a fantastic festive period, and we wish you a happy, prosperous new year.
Thanks for reading, and see you in 2025.