Swindon company to celebrate 30 years by fundraising for charities

By Jessica Durston - 14 January 2022


Primary Insurance & Finance Services says it wishes to celebrate its 30th anniversary by giving something back to the community.

Primary Insurance & Finance staff and their family members will be carrying out various ‘good deeds’, fundraising events and challenges over the next 12 months.

Financial Advisor and owner of Primary Insurance & Finance, Steve Graham, explained: "Having a successful business that’s been trading for 30 years is definitely a milestone that we wish to celebrate. In doing so, we want to make sure we give something back to the community.

"Everyone here wants to get involved, even my granddaughters who have volunteered to do dog walking."

Since Steve set up Primary Insurance and Finance Services in 1992, the company is now a truly local family-run business; Steve runs the financial services side, his wife Dawn, and step-son, Dean, run Primary Homes & Lettings estate agency, all based in offices in Commercial Road, right in the heart of Swindon.

They are supported by staff members who are said to share Steve’s vision of exceptional customer service.

Steve added: "The financial advice side of the business deals with pensions, investments, mortgages and protection, whilst the estate agency organise house sales and renting out properties."

Steve's step-son Dean said: "Working with family can have its own challenges, but everyone really does get on well and we all want what’s best for the client."

Having five grand-daughters and another one on the way, Steve and Dawn say that children’s charities are close to their heart.

Steve said: "We wanted to choose a couple of charities that support folk in the Swindon area. We have chosen CALM - who help support families with children suffering from cancer and leukaemia, and SNDogs, who help find loving homes for unwanted dogs.

"All charities have suffered during the pandemic with lack of funds and events, so we want to try and help them out."

Those who would like to help with donations, raffle prizes or auction gifts, can give Steve a call on 01793 616617.

Members of the public can keep up to date with the progress Primary are making, by following them on Facebook or dropping an email to lisa@fsadvice.co.uk.

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