Inspiring Business by Sharing Success

Kind-hearted Derby financial adviser agrees to share profits with city charity me&dee

Kind-hearted Derby financial adviser agrees to share profits with city charity me&dee

A Derby financial advisor has offered to hand over a share of his profits throughout 2021 to a city charity which send families who are going through tough times on much-needed holidays.

James Wallis, founder of Aristotle Financial Planning, which is based at Friar Gate Studios, has agreed to make the donations for the next 12 months after nominating Derby’s me&dee charity as his charity of the year.

Dad-of-two James set his business up earlier this year and, despite the difficulties of launching his company during a pandemic, he says he is heading into 2021 with confidence.

As a result, he has decided to share the spoils from his growing client base by making a donation every month from the profits as well as donating £100 every time he draws up a financial plan for a new customer.

In addition, and if the lockdown is eased to allow the return of large-scale events such as the Derby 10k road race, James could also be tempted to pull on his running shoes and take part in return for sponsorship.

James decided to back me&dee after finding out about how it raises money in order to send families who are living with devastating and terminal illnesses on holidays or short breaks.

It was founded in 2006 by Maria Hanson, who launched the charity in memory of her cousin, Delia, and has since been awarded an MBE for her work.

He said:

“I have been wanting to support a Derby charity for a while and when I found out more about the work of me&dee I knew it was the perfect choice.

“As a dad myself I’m very family-orientated and I can understand what a massive difference it would make to my life if anybody in my family had a life-changing or terminal illness.

“After I spoke to Maria I realised how much I’d like to help families who are unfortunate to be in that position in whatever way I can.”

Maria said:

“I was absolutely delighted to receive a call from James and to discuss his plans to become involved in supporting me&dee.

“After losing so much of our funding for 2020, this news was both welcoming and deeply appreciated. I look forward to our partnership”

James has 10 years’ experience as an independent and chartered financial planner and specialises in working with families, especially those of people who are approaching retirement age or who run their own businesses.

Taking his inspiration from the Greek philosopher Aristotle, who believed in the need for simplicity when passing on information, James founded his company because he saw a need for a financial advice service that its straightforward and personable.

He now has clients all across Derbyshire and further afield and also holds free drop-in sessions at local firms and councils to offer staff advice on pensions, investments and reducing debt.

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