Firstly, we want to be valuable to our clients. Fundamentally, this is achieved by having meaningful long term relationships, by creatively presenting choices for consideration and finally, by delivering leadership to respectfully complete any agreed plans. Secondly, we want to run a profitable business, so that we can have a long term future for our clients.
We want to work with ideal clients. Our ideal clients are either introduced from current clients and professional introducers, or they are existing clients wanting further planning work.
Our ideal clients have 4 criteria;
1. We have to like each other
2. Their time is valuable to them
3. They have future planning needs
4. They have to be willing to follow our advice and recommendations
Many of our clients have told us that they do not want to feel that they have to buy from us every time we have a meeting or discussion about their financial requirements. Our service has been designed with this comment in mind. Many of our clients have also told us that what they really want from us is;
1. An ongoing relationship
2. Creativity in relation to their financial requirements/goals
3. Leadership and advice
Geoff Penrice Chartered Financial Planner
Astute Financial Management UK Ltd
4th Floor Peek House
London, EC4N 5AT
Tel: 020 3301 1250
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