Our Charities
In our wealth management and financial services roles, we seek to provide service that exceeds our clients' expectations. In a wider sense, we have always tried to give back to the community.
In our 15th year (2005) we raised £15,000 for local charities. Every year we raise funds for Cure Leukaemia who are based at the Queen Elizabeth Hospital in Birmingham.
In our 20th year (2010) we have embarked on a very ambitious plan to raise £20,000 for Cure Leukaemia and The Woodland Trust.
During 2010 and beyond, we will be holding a series of fund raising events to help meet our target.
TO THE ENDS OF THE EARTH!
Whilst many financial services companies may claim they go “to the ends of the earth” for their clients, how many have actually been there?
In 2005, as part of our 15th Anniversary celebrations, we sponsored Kay White, a Birmingham based adventurer, to walk to the north pole.
Independent Financial Adviser 'jailed' for raising funds for charity.
As part of our fund raising activities, Neil Bates, Director of Independent Financial Adviser, TBK Wealth Management Ltd, was 'detained' at the Black Country Museum. Release was only available when £1,000 had been raised for the Mary Stephens Hospice.
Neil Bates being detained by the Black Country Museum's own Victorian PC
Rugby Legend raises funds for Cure Leukaemia
In 2008, Independent Financial Advisers, TBK Wealth Management Ltd, sponsored a reugby match between a Mosley Invitational Fifteen and a Phil Bennett International Legends Fifteen in aid of Birmingham based charity, Cure Leukaemia.
Rugby stars past and present supported the event which helped raise £1,000's for charity.
Rugby legend (in his own lunchtime) Neil Bates with real rugby legend, Phil Bennett.