Our charity recommendation incentive

We’re excited to let you all know that we’re looking to launch our brand-new charity recommendation incentive to help raise money for a great cause. To start, we need your help.

What is our charity incentive?

We’re planning to make a £50 charitable donation for every initial meeting we have that comes from a client recommendation. Whether the meeting takes place in person or remotely (via Zoom, Teams, etc.), we’ll donate. There’s not even a requirement for them to become a client!

Simply put, if you recommend your friends, family or colleagues to us and we meet with them, we’ll make a £50 donation on your behalf.

Who are we helping?

The good cause that we’ve decided to support with our new charity referral is Young Enterprise Northern Ireland. Our aim is to raise £1,500 to help support the work they do.

Young Enterprise Northern Ireland recognises that the world in which our young people will live and work is ever-changing. They continually develop their programme offering to ensure that young people acquire the skills they will need to become enterprising, creative and commercially aware.

These skills are the very foundations of our future economy and we’re excited to be supporting such a fantastic cause. For more information about Young Enterprise NI, please click here.

“Young Enterprise has been supported for many years by the team at AKFP, both in terms of volunteering and fundraising initiatives. This latest charity incentive from the team is welcomed by the charity to raise valuable funds to support young people to develop enterprise skills for future success. Thank you!” – Carol Fitzsimons MBE, CEO Young Enterprise NI.

Who can you introduce us to?

Our team of experts can help people in various circumstances and from a wide range of backgrounds, however, we specialise in working with a select few:

  • Business owners

We know that business goals and personal goals are likely to be very much linked. Our approach enables our clients to design, build and maintain a plan that combines ambitions in both areas of life for a secure future.

  • Retirees

As retirement approaches, financial priorities are likely to change. Our approach takes this into consideration. Using our professionalism and highly personalised approach, we design, build and maintain a plan for a secure retirement.

  • Young leaders

Clients’ aspirations are important to us. Indeed, we see it as a privilege to be part of helping businesses or careers to develop. We help identify priorities and define goals to optimise finances and give clients the tools they need to go out and achieve what they want to achieve.

Why you can recommend us in confidence

  • We’re Chartered

We’re proud to be a Chartered Financial Planning firm. Chartered status is recognised as the “gold standard” accreditation in financial planning.

  • We have the only “Master of Life Planning” in Northern Ireland

Our director and Chartered financial planner, Roger Kennedy, is a Registered Life Planner and the only person in Northern Ireland to be recognised as a “Master of Life Planning”.

  • We make our clients’ lives better

In our client survey, 100% of clients said they believe working with us has helped or will help them achieve their goals, and 96% of clients said they’d recommend us to friends and family.

How can we help?

We’re very happy to answer your questions. Complete the form below and one of our team will respond with an answer.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

    Important information

    AKFP Group is the trading name of AKFP Ltd which is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/). Financial Services Register No: 176477.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

    AKFP Ltd, Registered Address: Building 2, The Sidings, Antrim Road, Lisburn, BT28 3AJ. Registered in Northern Ireland, No. NI29631.

    The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

    Top