Advice firm saves cricket club from folding during lockdown and other good news stories of the week…

Partners Wealth Management rescue Surrey cricket club

London IFA Partners Wealth Management (PWM) has stepped in to sponsor a local cricket club and save it from folding during the lockdown summer.

Horsley & Send Cricket Club, Surrey, faced closure if it could not raise £26,000 to cover the costs of playing no cricket for much of the summer.

Step up, PWM managing partner and keen cricketer James Roberts, who led an appeal to donate that amount to the club, which many people in his firm play for.

"I was so inspired by the ‘front foot' actions of the club and the response of members to the appeal that I knew Partners Wealth Management should get involved. As firm we are contributing financially but I also hope we will see a number of our firm play for the club and indeed use the facilities to expand the fixtures we have.

"I feel that, as we come out of lockdown, all businesses need to look at what they can do to support their communities. I felt I could not sit idly by and watch a community facility that draws over 300 boys, girls and adult players fold."

He added: "The Partners Wealth Management team will also now play its matches at the club and I hope we will get much pleasure out of our association with this wonderful community."

Advisers start podcast to inspire businesses during lockdown

Sanctuary Financial Planning's directors Shane Hyland and Gareth Shears know all too well how hard some businesses have been hit by the pandemic.

The IFAs, who specialise in lifestyle financial planning for business owners, launched a podcast that reflects the needs of their clients.

The Building Business Resilience podcast includes interviews with some of Sanctuary's clients, outlining their strategies to deal with the coronavirus crisis.

"I think that there's a lot of noise and negativity out there and I think it's nice to hear something which is positive and refreshing for people and listen to others stories about how they're dealing with the current climate and how their businesses are faring," Shears explained.

"We've got some businesses come on that are quite severely affected by the pandemic and talk about how they're coping moving forward. There are some good stories coming out of that and making sure their business survived on the other side."

Olympic silver medallist Jamie Baulch and former England rugby player James Haskell are among the guests to have featured on the podcast. Both have built businesses after their sporting careers.

Women's wealth Facebook group supporting clients

Chartered Financial Planner Samantha Secomb of online advice firm Women's Wealth has dedicated a lot of her time during lockdown to a social media group addressing the concerns of her clients.

Women's Wealth members have access to a Facebook group, which launched in February this year, and Secomb explained that the page has been a lifeline for some members during lockdown.

"Momentum was started anyway and lockdown has helped us because it was the go-to place to talk about furloughing and how that impacted auto-enrolment - some really practical stuff was being asked and think that's what galvanised the community," she said.

She added that the group's members support of one another was refreshing to see, but her role as a professional voice was key.

"When I look at financial planning I do it from a professional place with a lot of experience and when they [members] do it they do it from a raw place with a lot of fear.  They identify with each other and relate to each other's feelings that can spiral unless I get in there, I can see what the real issues, fears are and I can interject with some perspective that might not [otherwise] be accessible to them."

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