We’ve received another eight client referrals within the last quarter, meaning another £400 has been raised!
A huge thank you to every client who’s introduced us to a friend, family member, or colleague. Your generosity is making a real difference in our community.
The Otley Food Bank does incredible work, providing essential support to those struggling with challenging circumstances. We believe it’s a fantastic cause and we’re committed to continuing our donations.
You can help us make an even bigger impact! Recommend us to anyone who might need our services, and we’ll donate £50 to the Otley Food Bank for every successful referral.
A big thank you
We wanted to update you on a few things here at Christopher and tell you about some of the people we’ve helped recently.
We’d like to give a big thank you to BFE Brays Accountants for recommending us.
Recommendations to other people allow us to share our expertise and provide peace of mind when it comes to helping our new clients achieve their goals.
An insight into how Richard has been able to help one of our clients recently:
Mr & Mrs R enquired with us as they wanted a review of their current situation. They wanted a robust plan as to how they were going to start to reduce the number of days they worked and how they would repay their mortgage. They wanted to meet these goals while still having an income to live the lifestyle they wanted now.
Just under 2 years ago Mr R suffered a serious illness which he recovered from, however, due to this he reflected on the life that he wanted going forward and the family’s mindset changed. Mr & Mrs R knew exactly what they wanted but were unsure if they had the pension resources to meet their goals, or how to access their pensions.
Mr R had multiple pension plans, some of which were older and quite complex. We were able to transfer and consolidate some of the pensions, reducing the administration and complexity of the retirement plan overall.
By completing the financial planning process, we have been able to demonstrate that our clients are on track to meet their retirement goals. Our report and cashflow model provided them with the peace of mind and confidence to live the lifestyle they want to.
As part of our ongoing review service, we will continue to support Mr & Mrs R in the phasing of their retirement ensuring the plan remains on track.
Our latest reviews: So you feel confident introducing people to us
We’re delighted to say that many clients have been leaving reviews on both VouchedFor and Google. Tom currently has a rating of 4.9 out of 5 stars on VouchedFor, following 126 reviews. Richard has a rating of 5 out of 5 stars on VouchedFor, following 47 reviews.
We’ve been included in the VouchedFor Top Rated guide for the second year in a row, in fact, we’re thrilled to say we’re still Otley’s only Top Rated firm. Keep an eye out for more on this in the coming months!
Reviews mean a lot to the Christopher Little team. Each review helps us attract new clients and provides a morale boost to our team.
We’re also now up to 44 Google Reviews, with an average score of 5/5.
VouchedFor – Tom
If you haven’t left Tom a VouchedFor review this year, could we ask you to spare five minutes to leave Tom a VouchedFor review? This can either be a full review or a first impression. If you’re happy to leave Tom a review, please click here.
VouchedFor – Richard
If you haven’t left Richard a VouchedFor review, could we ask you to spare five minutes to leave Richard a VouchedFor review? This can either be a full review or a first impression. If you’re happy to leave Richard a review, please click here.
If you’ve left us a VouchedFor review, please spare a few minutes to leave us a Google review; it’s an opportunity to share the experience you’ve had with Christopher Little & Co. If you’re happy to leave a Google Review, please click here.
Who we want to work with
You’ll know other people, including friends, relatives, and work colleagues who we can help. So, here’s a little more information on who we predominantly work with.
We will guide clients every step of the way to ensure the financial decisions they make will lead to a happy, stable and fulfilling future for them and their families.
With this in mind, we typically work with people who are in their:
20s and 30s: They may be taking their first few steps on the housing ladder, or just saving for a deposit. Maybe they want to travel and see the world. Whatever choices they make, they’ll want to be sure they’re on firm ground when it comes to their finances.
40s and 50s: It’s time they start thinking seriously about setting aside money for the future. But they’re also likely to have a great many financial responsibilities and plenty of ambitions they’re still eager to fulfil.
60s and 70s: Retirement should be all about living a lifestyle they’ve worked long and hard to enjoy. But it’s not uncommon to find that the transition from work gives rise to feelings of uncertainty and anxiety, particularly where finances are concerned.
80s and onwards: Nobody’s later years should be blighted by money worries, but anxiety over whether they can afford a “good” retirement and pay for care and support if it’s needed, can cause real worry. We’re here to help to make sense of their finances and understand how to maintain and protect a comfortable standard of living.
Looking for a mortgage: Whether they’re purchasing their first home, moving, re-mortgaging, or looking to buy-to-let, we offer high-quality and independent mortgage advice.
Here’s what to do if you want to recommend someone to us
Please pass on our contact details and suggest they contact us as we may be able to help (Tel: 01943 851080 or Email: firstname.lastname@example.org).
If they get in contact to arrange an initial discussion and we meet face-to-face or online, we’ll then arrange to donate £50.
Donation does not apply if they are already clients of ours, or have had discussions with us previously.
If you wish to donate items yourself this can easily be done at the collection point located in the Otley Sainsbury’s supermarket. Here are a few things that the Food Bank typically runs low on:
- Dog and cat food (dry food)
- UHT milk
- Fruit juice and squash
- Biscuits and sweets
- Angel Delight
- Gluten-free items
Look out for local photos on our blogs, Facebook and Twitter pages. Our local community in Otley is something we are proud to be a part of and we will continue to support it as much as we can during these uncertain times.
This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.