Our community
We believe in supporting the communities around us, giving back through action, time, and commitment. Here are our latest initiatives to help the people and places closest to us.
Raising vital funds for the Openwork Foundation
Our team regularly take part in various sporting events to raise funds for our chosen charities.
Last year alone the foundation raised over £750,000 to support vulnerable children and adults in our communities. For more information on The Openwork Foundation can be found here.
Supporting grassroots teams
We proudly sponsor MK City Ladies, supporting grassroots sport and helping the local team grow from strength to strength.
Our active involvement encourages participation, development, and opportunity while strengthening our connection to the local community.
Nurturing future talent
We are passionate about the future of financial planning and want to encourage people into a career in the profession. Our team provide mentor support to final year University of Liverpool students, offering guidance and insight into financial planning careers.
Through regular mentoring sessions and events, we support them by sharing expertise, building their confidence, and preparing them for their first steps into the profession.
Keeping the community clean and safe
Each week, our practice supervisor, Tim Case, dedicates his time to clearing litter and reporting fly tipping across his local parish and beyond.
His efforts help protect the environment, improve shared spaces, and support a cleaner, safer community for us all to enjoy.