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South West in action – what wealth managers are doing for their communities

We asked firms in the South West of England to tell us how they are supporting their local community. From cycling to mentoring and internships to sponsorship, read on to find out what they’re getting up to.

Epoch Wealth Management, Bath

Epoch Wealth Management’s Mel Gogarty (pictured) and Tom Annear have both undertaken to mentor an at-risk young person for a year. The aim of the undertaking is to provide a dependable, non-authoritarian adult figure that the young person can talk to.

The charity, Mentoring Plus, is based in Bath and needs about 50 mentors per annum to meet the current demand from young people who are just starting to go off the rails. By introducing the stabilising influence of Mel or Tom, the aim is that their respective mentees will re-engage at home, or at school.

In addition to Mel and Tom being mentors, Epoch has donated a sum equal to the cost of training and running one mentor to the charity and also paid for their entry to a local boules tournament, allowing them the ability to meet more businesses who could support them.

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Epoch Wealth Management, Bath

Epoch Wealth Management’s Mel Gogarty (pictured) and Tom Annear have both undertaken to mentor an at-risk young person for a year. The aim of the undertaking is to provide a dependable, non-authoritarian adult figure that the young person can talk to.

The charity, Mentoring Plus, is based in Bath and needs about 50 mentors per annum to meet the current demand from young people who are just starting to go off the rails. By introducing the stabilising influence of Mel or Tom, the aim is that their respective mentees will re-engage at home, or at school.

In addition to Mel and Tom being mentors, Epoch has donated a sum equal to the cost of training and running one mentor to the charity and also paid for their entry to a local boules tournament, allowing them the ability to meet more businesses who could support them.

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Oliver Brown, investment director, RC Brown Investment Management

I am a former President of the Bristol Junior Chamber of Commerce. Building on work we did last year with Babbasa, a social enterprise that aims to raise aspirations amongst young people in Bristol, R.C. Brown are supporting this year’s President - Charles Chami of Glamis IFA.

Chami (pictured, right) has set up an internship programme allowing young people access to work experience with professional firms they may be unable to access themselves. The interns gain experience working at R.C.Brown and what it’s like to work in investment management.

They will also spend time at 2 other companies within Bristol in different sectors. It’s a great programme that the Bristol Junior Chamber is running and we hope it will open the interns’ eyes to the opportunities for employment that lie within our city.

Bristol is a thriving city, but there is no doubt it can spread its opportunities and prosperity more equally and we believe this internship is an important step in this direction.

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Charles Buckley, director, Gore Brown Investment Management – Salisbury

GBIM has sponsored a talk at the week-long Chalke Valley History Festival (www.cvhf.org.uk), just down the road from our Salisbury office, for the last four years.

A broad swathe of history, both written and living, is covered in talks and discussions led by an outstanding range of well-known historians and national figures on many subjects.

The 2017 programme included the 500th anniversary of the Reformation, the 200th anniversary of the death of Jane Austen, the centenaries of the Russian Revolution and the Battle of Passchendaele and the 50th anniversary of the release of Sgt. Pepper’s Lonely Hearts Club Band.

There were also spectacular encampments from Celtic Britain through to the Second World War and a very active Schools and children’s programme.

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P1 Investment Mangement, Exeter

In August this year, over the course of two days, a team from P1 are cycling the 230ish miles between our London and Exeter offices. Ambitiously aiming to do 120 miles the first day and a “leisurely” 80 on the second, our team is in full preparation mode.

Our goal is to raise over £10k for two very special charities, CLIC Sargent and Children’s Hospice South West. These two charities gave exceptional support and warmth to two of our staff and their families in what’s been a difficult year for them all. One losing a child to a rare genetic condition, and the other’s daughter was diagnosed with cancer; both have needed the care these exceptional organisations supply so well.

Thus, P1 felt it was only right that we supported the charities that had done so much for our colleagues, and many others, and are asking all our friends, family, colleagues and clients for donations. Here is our Just Giving page if you’d like to support us:

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