“You can’t be human all by yourself, and when you have this quality-Ubuntu– you are known for your generosity. We think of ourselves far too frequently as just individuals, separated from one another, whereas you are connected and what

you do affects the whole world..”

In This Issue

Fellowship

Award

Tough Mud-

der 2019

Charitable

Donations

Staff Awards

New Staff

Member

Meet the

Team

There was a recent article featured in the Daily Mail that

spoke of the “Ubuntu Philosophy” where the author, Mungi Ngomane, of the newly published book “Everyday Ubuntu” really encapsulated the meaning of ubuntu, she said: “ Ubuntu is a way of life from which we can all learn. Whoever we are, wherever we live, whatever our culture, ubuntu can help us co-exist in harmony and peace”.

A t Ubuntu Wealth Management we try to live true to our name. Owners and

staff alike are encouraged to all participate in charity and community events. Giv-ing back to the community that supports us is an integral part of who we are. In this newsletter we would like to tell you about our business achievements and a few of our good causes for this year. Should you be interested in joining us in aid-ing the charities and causes or getting involved yourself please feel free to contact us.

UBUNTU WEALTH MANAGEMENT NEWSLETTER - Q4

Created & written by Chauntelle Hope October 2019

GARNET RONANDER

Fellowship of the Personal Finance Society

Our warmest congratulations goes out to Garnet Ronander, who recently achieved Fel-

lowship of the Personal Finance Society, this is the highest qualification awarded by the Chartered Insurance Institute (CII) and we are really delighted and proud of his achieve-ment.

This puts him amongst the highest caliber in his profes-

sion and what’s more is that our clients will have peace of mind that their advice comes from a very highly qualified Financial Planner and they can rest easy knowing that they’re in safe hands.

This, along with the pride and dedication that

he places on developing solid personal relation-ships with our clients, ensures that we are able to offer a rounded, professional service.

Tough Mudder

Tough Mudder took place in September and was held at the Cholmondeley estate in Malpas, Cheshire. This

is a mud and obstacle course designed to test your physical strength, stamina, and mental grit. Garnet Ronander, Ryan Guthrie, Harry Roache, Leigh-Anne Matthews Pieterse and Evert Pieterse braved their way through 10 miles of mud and 20+ obstacles' to claim their next coloured headband.

This year we raised funds to support the St. James's Place Charitable Foundation who provide grants that

support small to medium-sized charities with the main focus being on children and young people who have special needs. What’s more every pound raised was matched by the Foundation. All the Charitable Founda-tion’s administration costs were also covered, so everything raised went straight to the charities we support.

5 x Tough Mudder tickets are up for grabs to join our Ubuntu

Diamond’s Team in the 2020 Tough Mudder madness at the Cholmondeley estate in Malpas, Cheshire. This is open to all our

clients, their family and friends.

To be in with a chance to win all you have to do is: Return the enclosed form, or email our office on

chauntelle@ubuntuwealth.co.uk and tell us why you want to do Tough Mudder,

Tell us how much money you could potentially raise for charity

Follow our page on LinkedIn

Closing date is the 1st of December 2019.

The Before: THE UBUNTU DIAMONDS

The After: Harry Roache, Garnet Ronander,

Leigh-Anne Mathews Pieterse, Ryan Guth-

rie, Evert Pieterse

Ubuntu: I Am Because We Are

Earlier this year, Jennifer made contact with an old family friend, Ian, who served in the Royal Artillery along-

side her Dad and saw service in Northern Ireland and Bosnia to name but

a few. After speaking with Ian it became apparent that Ian was and still is

suffering from complex post traumatic stress disorder. He mentioned

how difficult it had been to find help and how he had been let down by a

charity that has been specifically set up to help ex servicemen such as

Ian. Ian told Jennifer how he had been put in touch with a charity, Stand

Easy, that provided acupuncture for ex service men and woman, the first

3 sessions were free and after that they had to be funded.

Every year the St. James's Place Charitable Foundation has a pot of mon-

ey ready to donate to different charities. This year, after being in touch with Ian, Jennifer decided that she

would apply for a charitable grant from the St. James's Place Charitable foundation for Stand Easy. The applica-

tion was sent to the St. James's Place Charitable Foundation who kindly returned a cheque for £1000.00 to Jen-

nifer for Stand Easy.

As Stand Easy are based in Norwich, Jennifer asked Ian if he would present the cheque to Stand Easy on her

behalf. Since receiving the cheque Jennifer has also received a letter from them thanking her for the grant say-

ing that it will go a long way to helping other veterans.

Charitable

Donations

Ian presenting the cheque

to Stand Easy

Staff Awards

HARRY ROACHE

Here at Ubuntu Wealth Management we strive to provide excellent customer service to our clients on an on-

going basis. To ensure that we continually progress on a personal and business level we encourage staff to study.

I am very pleased to announce that Chauntelle

Hope has achieved the Gold level accreditation sta-tus as part of the learning and development under-taken as part of the Practice Support Specialist De-velopment Framework which is accredited by the Chartered Institute of Professional Development.

Jennifer Johnson has had amazing achievement’s

this year. Not only has she achieved her Diploma’s in Business Administration and Customer Service , she

also completed her certificate in General Insurance and was awarded Student of the Year through Cheshire West & Chester Skills and em-ployment Team.

A very big well done to them for achieving this!

CHAUNTELLE HOPE

JENNIFER JOHNSON

“The only way of finding the limits of the possible is by going beyond

them into the impossible” Arthur C. Clarke

We are pleased to announce the recent hiring of Harry Roache to the position of

Associate. Harry is currently in the St. James’s Place Academy working towards his qualification in Financial Advice, once complete he will take on the role of Financial Adviser and will be joining us in the start of the new year.

Prior to joining Ubuntu, he had a varied career with the main focus being around

creating relationships. Harry graduated from the University of Manchester with a degree in French Studies, but he is yet to put his French skills to use in financial planning.

Outside of work he is a keen sportsman, having turned his hand to any sport since

he was a child, but being Mancunian football has always been the priority!

The Partner Practice is an Appointed Representative of and 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 web-

site 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. Our privacy policy is available on our website

which informs you how to opt out if you do not wish to receive any further marketing communications from us.

We would like to take this opportunity to thank you for your continued

support of Ubuntu Wealth Management and it is because of you we are

able to help so many in our community. Please contact us should you have

a cause close to your heart that you would like to discuss. We hope to con-

tinue our fundraising for worthy causes and are looking forward to hearing

from you about your passions and possible participation or support in one

of our planned events.

From all of us at Ubuntu Wealth Management

Your team at Ubuntu Wealth: Garnet (Principal), Harry (Associate), Chauntelle (Practice Manager), Kath-

leen (Paraplanner), Jennifer (Administrator), and Monica (Administrator)

Contact Us:

Give us a call for more information about our services products and fundraising at: Ubuntu Wealth Management, 25A

High Street, Northwich, Cheshire, CW9 5BY

Tel: 01606 828 650 Online: www.ubuntuwealthmanagement.co.uk

Please let us know……If you would like to include any Charity

events, fund raisers or events happening in your area whether it is personal or organ-

ised through your business, and would like to include the upcoming event in our next

newsletter please contact Chauntelle on the below mentioned number.