Over the past few months, we have been welcoming the clients of my friend and fellow financial planner, Alison, who passed away a few months ago.
When I first met Alison, I knew I had found a fellow financial planner that I would trust to look after my own clients and family, and thankfully the feeling was mutual.
Alison had been considering her retirement for a couple of years and we had discussed it on many occasions.
However, it was important to her that her clients would be looked after by someone with whom she had complete faith and trust herself, as well as the required expertise.
Our discussions took on a new meaning when she became ill during 2015, and very sadly passed away in July 2016.
Having now met almost all clients, it has been lovely to hear the warmth and respect towards her (I have passed these thoughts on to her family).
The feedback after each initial meeting has been lovely, and for our part, we are very pleased to be looking after you.
This acquisition has been a commitment in many different ways, but we are very excited for the future.
What does this mean for clients new and old….?
Whilst we now have a larger number of clients, I have been very careful not to incorporate too many new clients. My client numbers have grown gradually since 2003, through personal recommendations only, and it is very important to me that our existing service and clients are not adversely affected.
With the addition of Peter as a further full time support, I have been able to increase my time in front of clients, so if anything, it has been a hugely positive development, allowing me to do more of what I enjoy, and what my clients value.
I pride myself on continuing to offer a simple approach. Lifelong trusted relationships, and a genuine commitment to my clients.
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