WADE FINANCIAL chartered financial planners OUR YEAR IN REVIEW The causes, clubs and charities supported in 2015 Percy Park RFC OUR YEAR IN REVIEW 2015 Welcome to Wade Financial’s year in review, where we look back at the progress made by our supported charities, clubs and causes throughout 2015. We have strengthened our relationships with some of the nation’s largest charities, most notably the NGS, Marie Curie and Macmillan. That said, we have also joined forces with a number of new causes, not least the football- based Lionsraw SA. Likewise, we supported no fewer than four different sports clubs in the area, including West Allotment Celtic, Percy Park RFC and Whitley Bay & Tynemouth Hockey Club. The arts also feature prominently in our sponsorship programme, with community amateur groups such as Linskill Theatre Group and the DMTC Percy Park RFC receiving our support. We would like to wish all of our partners the very best for YOUR CHARTERED 2016, and implore our clients to get behind some of these worthwhile causes in the FINANCIAL PLANNERS community. IN THE NORTH EAST OF ENGLAND 0191 258 6500 leigh@ @ wadefinancial. CONTENTS co.uk 4 The National Gardens Scheme 16 West Allotment Celtic F.C. 75-79 Howard St, 6 Marie Curie Cancer Care 18 NUWFC’s Michaela Raine 8 Macmillan Cancer Support 20 Percy Park R.F.C. North Shields, 10 Linskill Theatre Group 22 Whitley Bay & Tynemouth Hockey NE30 1AF 12 Durham Musical Theatre Company 24 Maji Salama WADE FINANCIAL 14 Lionsraw South Africa 26 Take Away the Tears chartered financial planners Past performance is not a reliable guide to the future. The value of investments and the income from them can go down as well as up. The value of tax reliefs depend upon individual circumstances and tax rules may change. The FCA does not regulate tax advice. This newsletter is provided strictly for general consideration only and is based on our understanding of law and HM Revenue & Customs practice as at August 2015 and the contents of the Finance Bill 2015/16. No action must be taken or refrained from based on its contents alone. Accordingly no responsibility can be assumed for any loss 0191 258 6500 occasioned in connection with the content hereof and any such action or inaction. Professional advice is necessary for every case. www.wadefinancial.co.uk wadefinancial.co.uk 3 THE NGS THE NATIONAL GARDENS SCHEME Serving as primary sponsors of the NGS North East for the second consecutive year In 2014, Wade Financial became the In 2014, NGS North East surpassed We were in attendance at the tropical inaugural primary sponsors of the their previous donation figures in garden of Woodlands in Sunderland. “We are excited by this fantastic National Gardens Scheme in the County Durham, Northumberland and 85 keen visitors helped to raise North East. Tyne and Wear, doing so by over 26% £820 on the day, with Debra Phillips in the case of the latter two regions. winning £50 garden centre vouchers organisation that has given The Scheme, or the NGS for short, in Wade Financial’s free prize draw, sees gardening enthusiasts open As 2015 draws to a close, they look presented by our very own Ian Little. more than £26m to nursing, their grounds to the general public set to repeat the feat for a second in return for a charitable donation. consecutive year, Greater participation equates to caring and gardening charities Thus far, it has raised over £45 million higher visitor numbers and, ultimately, ABOUT for a number of excellent causes, not More garden owners are taking more cash going towards worthwhile over the last 15 years. It has least Marie Curie Cancer Care and part, too, with another twelve causes on a local and national scale. THE NGS Macmillan Cancer Support, but a gardens added to the calendar in been a privilege to support number of local charities also stand to 2015. Beautiful gardens at Wall and In 2015, the National Gardens Scheme The National Gardens Scheme opens beautiful benefit from the garden openings. Netherwitton, Belsay’s Bichfield Tower raised a staggering £500,000 for such a successful and well gardens to the general public, in return for a and Alnwick’s Ingram House were all Macmillan, Marie Curie and Hospice donation to one of its many charitable causes. The North East branch and their new and welcome additions to the UK, with £400,000 going to Carers respected charity for the second committed volunteers played Northumberland calendar. Trust and a further £250,000 to the The Scheme has, since its inception in 1927, Newcastle United W.F.C. were founded in 1989, and play every a significant part in the NGS’s Queen’s Nursing Institute, amongst raised over £42.5 million for the likes of Sunday, with their home games staged on Coach Lane Campus fundraising successes last year. Towards Teesside, Moorsholm’s four others. consecutive year.” Macmillan Cancer Support, Marie Curie Cancer at Sport Northumbria. They most recently won the Northern Buoyed by the Scheme’s continuing cottage gardens and Congburn’s Care, Hospice UK, Carers Trust and The Queen’s Combination WFL and the NFA Senior Cup in 2011/12. growth in our region, we increased picturesque woodland are just two of The Scheme continues to grow year Nursing Institute, to name but a few. our sponsorship by 50%, and have the eight venues to be opened to the on year, and we hope to further been even more delighted with the public this year. cultivate our blossoming relationship www.newcastleunitedwfc.comStephen Conway, Managing Director results this time around. in 2016. www.ngs.org.uk 4 0191 258 6500 wadefinancial.co.uk 5 MARIE CURIE MARIE CURIE CANCER CARE Raising thousands of pounds for the terminal illness support charity Over the past twelve months, Wade me that she was more apprehensive £4,050 for the trip, but Ian insisted on Financial’s Ian Little has raised a four- of losing her hair than undergoing a paying for part of the expedition out “The support they offer is figure sum for Marie Curie Cancer double mastectomy. That says it all for of his own pocket. Care, a charity that is particularly close me.” to the financial planner’s heart. “It was the opportunity to go and walk absolutely fantastic, and vital A rather apprehensive Ian underwent across the Rockies, which is a place I The terminal illness support charity the most severe of trims at Terrys really love. Because it’s something that to so many people. They have ABOUT was there for a number of Ian’s clients, Hairdressers in Whitley Bay, raising I really wanted to do, I didn’t think it friends and family members, including £1,743 in the process - over three was fair that anybody who contributed been there for clients, friends MARIE CURIE his own mum. “She benefited hugely times the initial target. to this paid for my trip. from the amazing and wonderful and family members of mine, Marie Curie Cancer Care was established in support of Marie Curie. The whole It certainly left Ian a little chilly up top “The total cost was £4,250 with my 1948, and continues to provide specialist care experience was extremely humbling,” ahead of his sponsored trek of the registration fee, but I picked up the and continue to provide hands- and support for the terminally ill and their says Ian. Canadian Rockies in September, once tab for the fee, as well as the £2,095 families, completely free of charge. again raising funds for Marie Curie for the cost of my trip. As a result, Determined to raise funds to provide Cancer Care. every penny of the other donations on care and emotional support The Newcastle hospice is one of nine the best palliative care for others went directly to the Marie Curie nationwide, with the charity providing the in their final days, Ian sought to The nine-day expedition across the charity.” for tens of thousands of people.” largest number of hospice beds outside of raise money through a sponsored Atlantic involved five full days of the NHS. Donations allow the thousands of head shaving, as a show of support trekking through some of Canada’s Ian’s Canadian expedition ultimately healthcare professionals to offer palliative care for those going through the most scenic locations, including Banff brought in a further £1,588 for the Ian Little, Financial Planner to those entering their final days, as well as chemotherapy process. National Park and Parker Ridge. charity, taking the total amount raised guidance and emotional support. to £3,331 for the year - money that ““Hair is such an important part of Marie Curie requested that will go towards supporting patients identity,” he says. “One client told participants raise a minimum of and families in the Newcastle area. www.mariecurie.org.uk 6 0191 258 6500 wadefinancial.co.uk 7 MACMILLAN MACMILLAN COFFEE MORNING Raising additional funds for the cancer support charity via the medium of coffee and cake Grab a cup, a plate and a slice of cake, This year, Wade Financial Macmillan Cancer Support participated in the world’s are there for people affected “Donations allow this excellent Have some banoffee with your coffee, biggest coffee morning, by cancer. In addition to Scoff scones until they’re gone, raising hundreds of pounds for funding specialist healthcare charity to reach millions, so Taste tarts made from the heart, Macmillan Cancer Support. professionals and establishing cancer care centres across Some cake we dared to make, Our advisers and administrative the country, Macmillan offer we were pleased to see plenty Bite biscuits with a crunch team brought in all manner comprehensive support and of baked sweets and treats guidance to those in need, of clients enjoying some of our ABOUT You can’t resist to munch, to share amongst colleagues, ranging from providing a Add some sugar, some milk, friends and new faces alike, friendly ear to arranging lovingly prepared cakes for a MACMILLAN Perhaps a drizzle of honey, along with a brew of their transport and specialist care CANCER SUPPORT choice.