Fantastic philanthropy: top five charity stories from our Top 100

Everyone will be aware of the contributions made by IFA firms to charitable causes. Here are our top ten from this year's Top 100.

We asked our Top 100 applicants a lot of questions this year.

There is the usual business stuff, and of course the financial planning case studies.

But we also asked them to provide examples of work they had done in the community. We were not surprised to hear some great examples of charity work and social enterprise. 

Click on to read five charity champions from this year's Top 100. 

We asked our Top 100 applicants a lot of questions this year.

There is the usual business stuff, and of course the financial planning case studies.

But we also asked them to provide examples of work they had done in the community. We were not surprised to hear some great examples of charity work and social enterprise. 

Click on to read five charity champions from this year's Top 100. 

Brilliant Beacon

Firm: Beacon Wealth Management

Location: Kimbolton

Charity: BBC Children in Need

Case study:

Beacon Wealth teamed up with the BBC for Children in Need. Donning the official BBC Pudsey bear costume for two days, staff at the firm visited schools, nurseries, nursing homes and hospitals in and around the St Neots area and local villages in the Cambridge area. They raised £500 for the charity.

Beacon's business figures:

Funds Under Advice (£M)

2016 2017 2018
120 140 160

Total Number of Employees

2016 2017 2018
22 23 24

Total Number of Clients

2016 2017 2018
1485 1494 1475

Butten's boosst

Firm: boosst

Location: Milton Keynes

Charity: Prostate Cancer UK

Case study:

After boosst director Keith Butten was diagnosed with prostate cancer at the age of 50 during a routine check, the team at boosst decided to organise a March for Men event for Prostate Cancer UK. They raised £17,000 for their seven-mile walk. Butten (pictured) was successfully treated in August 2017.

Boosst's business figures:

Funds Under Advice (£M)

2016 2017 2018
79 101 145

Total Number of Employees

2016 2017 2018
6 8 9

Total Number of Clients

2016 2017 2018
930 1070 1240

Raising awareness

Firm: Cavendish Ware

Location: London

Charity: DEBRA UK

Case study:

Once upon a time Cavendish director Greg Reid was a drummer. Reid and chief executive Adrian Ware now jam together in an ‘aging rock band’, which played together in a gig at London’s The Water Rats.  All door receipts, £1,200, were donated to skin charity DEBRA.

Cavendish Ware's business figures:

Funds Under Advice (£M)

2016 2017 2018
157 263 325

Total Number of Employees

2016 2017 2018
14 16 22

Total Number of Clients

2016 2017 2018
441 507 585

Giving with hart

Firm: Evans Hart 

Location: London

Charity: Second Shot Coffee

Case study:

Managing director Stephen Evans and his team and clients donated more than £50,000 to a social investment project Second Shot Coffee, which trains homeless people to be baristas and go on to secure permanent jobs in catering. The coffee shop is close to Bethnal Green station in London.

Evans Hart's business figures:

Funds Under Advice (£M)

2016 2017 2018
300 460 500

Total Number of Employees

2016 2017 2018
12 14 16

Total Number of Clients

2016 2017 2018
1200 1500 1800

Amazing Mazars

Firm: Mazars

Location: London

Charity: London

Case study:

Over 12 days in September 2017, around 150 members of staff and clients/friends of Mazars took part in a national cycle relay. Starting in Glasgow and finishing in London, they covered 1,000 miles between their 17 offices. The relay raised more than £100,000 for Sense, which supports people who are deafblind, have sensory impairments or more complex needs to enjoy more independent lives.

Mazars' business figures:

Funds Under Advice (£M)

2016 2017 2018
500 734 900

Total Number of Employees

2016 2017 2018
64 74 84

Total Number of Clients

2016 2017 2018
2051 3200 4200

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