Despite an incredibly challenging year of immense market volatility, at year end 2020, TAM's investment team had not only protected our clients' capital (which is no mean feat in itself), but went one step further and actually made them a profit, with some portfolios returning almost 10% for the year.
We are therefore extremely pleased to have had the opportunity to donate over £35,000 to our You Give We Give (YGWG) clients' chosen charities, taking the total raised to date to £153,250. A special thank you goes out to the advisers that participate in the initiative alongside their clients, for their continued and generous support.
For those of you not familiar with YGWG, it is completely unique and available exclusively to TAM GIA and ISA clients. The initiative provides investors with a proven alternative to traditional fundraising in that they can choose to donate up to 20% from their annual portfolio gain to charity, and TAM will match that with an equal percentage from our annual fee. Advisers can also participate alongside their client and TAM, by donating an equal percentage from their annual fee.
If your clients do not already participate in YGWG but you think it may be of interest, simply download the digital form here, and submit completed applications to Stephanie Barkway at email@example.com.
Login to your Account
WE VALUE YOUR PRIVACY
By clicking on “Accept All Cookies” you agree to the storing of cookies on your device for these purposes. Accept All Cookies.