Pro bono

What matters

Financial guidance shouldn’t depend on wealth

Financial advice should be for everyone, not just the wealthy, and that’s something we firmly believe in. To uphold our belief, we offer a number of pro bono client spaces for those who are building strong financial habits but don’t currently have the wealth to access our advice services. It’s our way of helping out and widening access to financial advice.

Typically, eligible people will be under the age of 40, have less than £50,000 in investable assets, show strong levels of financial discipline, and have sufficient income available that we can help guide you to the point of paid advice becoming cost-effective for you, whether that be through ourselves or another firm.

Exceptional support

Your questions, answered

Scroll to discover the answers to some of our most frequently asked queries.

Question

How will I benefit from pro bono advice?

This service is designed to educate and guide people who wouldn’t typically qualify for our other three services. Across various sessions, we’ll explain how to budget, track spending, and save for the future.

Question

Can you align my investments with my goals?

Absolutely. Your goals are important to us, and we’ll look at these, and then explain how to structure your investments in a way that aligns with your short- and long-term objectives.

Question

How do I know if I’m eligible?

We review each application individually, and we’ll let you know if you’re eligible for our pro bono service. We revisit eligibility each year, taking into account progress toward your goals and other applications for the service.

Question

How does the pro bono service work?

We take your finances seriously. We’ll work together on a maximum five-year plan to get you to the point where it is financially viable for you to move to our ongoing advisory service and continue to benefit from our support.

In their own words

What trust looks like to our clients

Andy

It is a real weight off our minds to know that someone who knows what they are talking about is looking after the financial side of things. Tom’s encouragement that we can afford to take lots of holidays is a big win!

Read Andy's story

Jess

Working with Tom has given me confidence in investing, and I'm very happy with the performance of his recommendations. Instead of feeling lost or daunted I am supported and confident. You can't put a price on that.

Read Jess's story

Jonathan

Tom firstly helped me vocalise what my goals were and then reviewed my portfolio. He provided expert advice on where I could maximise my investments and put it in terms I could understand.

Read Jonathan's story

Linus

I can't recommend Tom of Arboretum enough. He has been instrumental in getting a clear view of mine and my wife's short, medium and long term plans in life and how we can achieve them.

Read Linus's story
Extra support

Resources

Good financial planning doesn’t stop after a single conversation. We’ve got plenty of additional resources to support you all year round in the form of bite-sized articles and regular investment updates.

View all resources

Stay in the know

Reach out

Let’s chat about you

01977 330 131

    Arboretum Financial Planning Limited is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Arboretum Financial Planning Limted is entered on the Financial Services Register https://register.fca.org.uk/ under reference: 1024351. Arboretum Financial Planning Limited is a limted company registered in England and Wales, company number 16043303. Registered address: 1 The Paddocks, Great North Road, Darrington, Pontefract, North Yorkshire, WF8 3HS.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.

     

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