Contributed by National Lottery
19/06/2019 - Carlton Smith Private Wealth
Carlton Smith Private Wealth, based in Stowmarket, launched a new company-wide initiative whereby employees each donated £100 to a charity of their choice.
As the team make decisions on how best to invest money every day, each individual took a careful, calculated and considered approach to selecting their charity.
Among the local beneficiaries were St Elizabeth Hospice and young people’s charity, The Mix, located in Stowmarket. With others opting to support national charities including; HCPT, who provide life-changing pilgrimage holidays to disabled and disadvantaged people, as well as Caring For Life, a Christian charity based in Leeds.
Carlton Smith Private Wealth, as part of Argent Wealth Ltd, were named in the FTAdviser’s Top 100 Financial Advisers list, provide clear, informed and potentially life-changing advice to help people determine a robust savings and investment strategy. Each member of their team ensures that they have a detailed understanding of where each individual is in their journey and provides advice based on their ultimate goals and requirements.
Director and Life Planner, Nic Carlton-Smith, added:
“At Carlton Smith Private Wealth, we talk about financial investment being an emotional calculation and nothing brings us greater joy than seeing people’s lives transformed. So, with those two core values in mind, we launched our own company-wide initiative to give something back to the less privileged, in the form of charity donations.”
This is set to become an annual contribution, with the team all supporting those charities closest to their hearts and making a difference to people both locally and nationally.
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