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Village Features

Financial firm gives back to community

Posted on January 30 2018 at 9:51:45

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Provest Financial Solutions, which has offices in Barnt Green and Birmingham city centre, specialises in comprehensive lifestyle financial planning, wealth management, estate planning, and generational and legacy planning services to individuals and the owners or managers of small to medium businesses.

As well as helping clients manage their finances, the firm is also committed to putting something back into the wider community, and the team are happy to do their bit by raising money for various causes.

In 2017, the charity fundraising began with gusto, as Paul Tracey, Provest Financial Solutions’ Managing Partner, took part in a 12-hour danceathon in April – raising more than £14,000. 

In August and September, Vicky Walton, the firm’s Practice Manager, did a skydive and also completed a memory walk with her mum. In October, Shof Miah took part in her first marathon, the inaugural Birmingham International Marathon, which she completed in four hours and 12 minutes, raising £7,500. 

Provest Financial Solutions ended the year with several other charitable events, such as helping out at the Primrose Hospice in Bromsgrove in November, and carol singing at the Queen Elizabeth Hospital in December.

Some of the fundraising was undertaken in conjunction with St. James’s Place Charitable Foundation and Queen Elizabeth Hospital Charity. The money raised will go to various good causes in and around Birmingham.

“We continue to do our bit for social, corporate and environmental responsibility. This year, the Provest Financial Solutions team has raised in excess of £20,000, which will go to great causes. It is our way of giving something back to society and local communities as a whole,” said Paul.

”A big thank you to everyone who sponsored us or donated money. We couldn’t have done it without your extreme generosity.”

Provest’s Services
Provest Financial Solutions is an IFP Accredited Financial Planning Firm and it is in its third year of being BS 8577 certified.

Paul Tracey, the founding partner of Provest Financial Solutions, is a Chartered and Certified Financial Planner and is one of the select few financial planners in the UK to be awarded ISO 22222 certification.

Following the recruitment of a new adviser last year and the expansion of the mortgage team, the firm continues to grow from strength to strength with the majority of the business being generated by referrals from existing clients and professional contacts. 

If you would like to learn more about the services Provest Financial Solutions offers then please do not hesitate to call Paul Tracey on 0121 445 0079 or Vicky Walton on 0121 794 9099.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products.

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Provest Financial Solutions LLP
1st Floor, 18-20 Hewell Road Barnt Green B45 8NE
http://www.provestfs.co.uk


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