We believe it is important to be part of the local community. So, we aim to be aware of those issues that effect the area we live in. As part of our ‘giving back initiative’ then we are pleased to be part of the Armed Forces MoneyPlan program.

This initiative has been launched in conjunction with charitable organisation; The On Course Foundation. For our part, we will be supporting injured and recovering service personnel and veterans the best way we can. To us, this means using our expertise. So, we will be offering free one-to-one financial guidance sessions as delivered by our Chartered Financial Planners.

The Forces MoneyPlan was launched on the 27th June to coincide with Armed Forces Day. This offers an opportunity for the public to pay tribute to the contributions of troops, service families, veterans and cadets.

Lewis Brownlee Financial Managing Director Steve Burns says: “Being located so close to the home of the Royal Navy we have many clients linked to the services. Our armed forces make an incredible contribution to the safety and security of our country. So, it is only right that we offer them our support in times of need. We are keen to give something back to the community, and through Forces MoneyPlan, are able to offer our gratitude to those who have distinguished themselves in our armed services.”

If you would like to find out more about Forces MoneyPla, please do call us on 01243 767469. Should you prefer to email us, you can do so from our contact page. Our advisers are friendly and always ready to help!

Written by Chris Page

Chris is an experienced financial service professional who joined the business in 2013, as a result of his hard work and dedication he was made a director of the firm late 2014.