Client Service Enhancements

Whilst a friendly personal service will always remain at the heart of everything we do for our clients, every member of the team is engaged in a project to enhance our client proposition. The main project this year has been the launch of our client portal.

This is being rolled out in stages, which will ultimately provide secure messaging, a document vault and consolidated updated valuations. Elizabeth has been leading this initiative, ably assisted by Vicky, Tarin, Ryan and Ephraim. The portal and associated enhancements to our back-office systems and processes should result in more efficient administration, more secure communication and more timely and convenient valuations to benefit clients.

In terms of the advice process, Bryony has been developing her investment and pension knowledge during the year assisting Matthew and passed three professional diploma level qualifications. All members of the team have a professional development programme and are actively encouraged and supported to study for further qualifications.

Looking ahead into 2018, we hope to continue to build the team with further recruitment both in terms of another adviser and technical assistant.

Please note, this article is for information only and does not constitute investment or tax advice. Past performance is not necessarily an indication of future returns; the value of investments and any income from them is not guaranteed and can fall as well as rise; pension rules and tax legislation are subject to change. If you would like investment or pension advice on your individual circumstances, please do not hesitate to get in touch on 01392 875500 or

Found this useful?

Please feel free to share it with your contacts and friends through social media.