Thanks to your help, we have raised £1,423.42 since last July to support the Otley Food Bank. This is a cause that we believe is extremely important and something we are continuing to try to help with here in our local community.
This brings our total raised since July 2020 to £4536.07.
We donate £50 to the Otley Food Bank for every recommendation made, so your efforts are really appreciated and go a long way towards helping our local community.
A big thank you
We wanted to update you on a few things here at Christopher Little & Co and tell you about some of the people we’ve helped recently.
We’d like to give a big thank you to Helen Kaye, an accountant at BFE Brays, 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 we’ve been able to help some of our clients recently:
Mr & Miss W first contacted Christopher Little & Co in September 2020. They were looking for help to understand when they could afford to retire, the type of lifestyle they could have, and how financially secure they would be.
Our first financial planning review answered those important questions and mapped out a route to early retirement. Although we were not quite ready to retire, we provided the peace of mind that it would be affordable in a couple of years. Our annual reviews ensured the plan remained viable and on track while making the most of the tax savings available along the way.
Just under three years since we first met, Mr W has just retired, and Mrs W will soon be finishing work as well. Early retirement will allow them to spend more time doing the things they enjoy the most while providing the opportunity to relocate to the East Coast to be closer to family.
In Mr W’s own words (via VouchedFor):
What were the circumstances that caused you to initially look for an adviser?
I was looking to find the best option for early retirement.
How has Thomas Hatley helped you?
He clarified my understanding of all the elements and funding streams possible and guided me through the best steps to maximise this future plan.
Have you seen the outcome you were hoping for?
Yes indeed, and much earlier than I expected when I first approached Thomas.
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 113 reviews. Richard has a rating of 4.9 out of 5 stars on VouchedFor, following 35 reviews.
We’ve been included in the VouchedFor Top Rated 2023 Guide; in fact, we’re thrilled to say we’re 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 & Co team. Each review helps us attract new clients and provides a morale boost to our team.
We’re also now up to 35 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 about 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 them 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 whole of market 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. Call us on 01943 851080 or email email@example.com.
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.
The donation will 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.
Please note: This email 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.
Tax planning and some buy-to-let mortgages are not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 25.07.23