Brian Hughes of Sherwood Financial Planners Ltd helped a client wanting to set up her own grant-making charity for elderly people in her local area, Welwyn Garden City.
Brian knew this would be expensive and difficult to manage so suggested she set up a named fund with Hertfordshire Community Foundation. Many years on, the capital is building up and is being used exactly as the client hoped.
"By helping clients with their charitable giving, financial advisers can forge stronger relationships and of course enjoy the satisfaction of helping investment in the local community."