A Northwich business has had a positive year in the town with a number of developments and initiatives helping to raise its profile.
Ubuntu Wealth Management, which is situated on the High Street next to The Salty Dog, has expanded its team, sponsored a local charity event and seen its Principal Garnet Ronander become a Fellow of the Personal Finance Society, all within the last 12 months.
The company provides Financial Wealth Management, retirement planning and pension reviews, investment advice, life insurance, later life planning, estate planning and the management of inheritance tax.
Garnet has spoken about the strides Ubuntu have made over the last few months and also explained why the company has grown.
“The company is going from strength to strength with an increasing clientele in the North West due to the high quality of advice and outstanding personal service that we provide,” said Garnet.
“As such we have added Kathleen Brough to our team as a Paraplanner, Monica Hope as an Office and Accounts Administrator and Ryan Guthrie as a Financial Advisor. I’m really proud of the team we’ve got here,” added Garnet.
He’s also described how delighted he was when he found out that he had become a Fellow of the Professional Finance Society – a title which is only held by around 6% of financial advisers in the UK.
“I am extremely proud and pleased to have become a Fellow of the Personal Finance Society. It represents for me the highlight of my journey so far.
“The highest standard is only awarded to a select few that are truly dedicated to reaching the pinnacle of the financial planning profession. These advanced qualifications signify to my customers that I am extremely serious in my pursuit of the highest standards and demonstrate my adherence to ethical good practice.”
Away from developments within the company, Ubuntu Wealth Management has reached out to the local community and supported a worthwhile cause, as Garnet has explained.
“This year Ubuntu sponsored the Northwich Swimathon which takes place annually with the aim of raising money for good causes and charities. Our company logo reflects our moto in that we believe in a universal bond of sharing that connects all humanity,” said Garnet.
“When it comes to charity and being part of a community the spirit of Ubuntu is ever present as we believe that working together as a team can improve our communities and help create the world as we would like it to be. We’re delighted to be involved in an initiative like this because it benefits so many people.”
Garnet finally went on to discuss the Northwich Business Improvement District which is bidding for a second term later this year, praising the work that the organisation has done in the town.
“We really make use of the training and have enjoyed the coursework that has been on offer. The work that the Northwich BID has done within Northwich to make it more attractive has not gone unnoticed. From the flower displays to a cleaner and safer town centre, it’s been much appreciated.
“We also appreciate the updates on the road closure notices as and when they arise.”