As usual we are taking this opportunity, in December, to send our good wishes to all of our clients for Christmas and the New Year. Thank you to those who send us cards and good wishes, it is always lovely to hear from you and very much appreciated. As usual we are making a charitable donation instead of sending cards and this year our chosen charity is Sparkle, a local charity who provide care, treatment and activities for children and young people with disabilities and developmental difficulties and their families. www.sparkleappeal.co.uk
Staff have also made donations towards the SLS Christmas appeal which resulted in over 1860 shoe boxes, over 800 selection boxes and a mass of new toys which enabled SLS to help over 40 need points!! In addition to many homeless shelters, they have been able to help individuals, families and young people going through really tough times over South Wales and Bristol.
As well as the Christmas appeal, over the course of this year SLS have received and spent over £10,000 in resources which included hundreds of sleeping bags and thousands of socks and boxers. They collected and distributed over 3500 Easter eggs, provided preloved clothing, resources and over 9,000 sandwich packs across Bristol and South Wales. They have also raised nearly £1,000 with their Winter Warmers Go Fund Me page to purchase sleeping bags and vital resources. They have also linked with businesses and charities to reduce food waste and helped front line with individuals outside cities rough sleeping and in crisis.
HHFM Team News
It has been a busy year! We have taken on two more graduate trainees, David and Rachel, bringing our team up to 18 in total.
Andy Willemite who joined us as a graduate trainee almost four years ago has been fully qualified and authorised for over a year now and is carrying out lots of our client reviews and using his pension transfer skills when needed. Andy is hoping to attain Chartered Financial Planner status next year.
Liam has completed his Diploma in Regulated Financial Planning and is now progressing with his adviser training, while also having some “being a Dad training” from his demanding but gorgeous eight week old first baby.
Our Client Care Leader, Danielle celebrated the birth of her baby daughter this weekend!
Helen, Leanne and Heather have all passed more exams this year, so are qualified to adviser level while working as technical support to the advisers. We feel we have a great team in place with lots of specialist skills, so do get in touch if you need help with something financial.
Here is a photo of the team on Oxwich Bay beach taking a break from our staff training day last week.
HHFM wishes you all a wonderful Christmas and New Year!
