We employ twelve individuals: support staff (3); corporate advisers (5); desk based account managers (2) a managing director and a personal assistant.
We are driven by a passion to improve ourselves individually and collectively. We share responsibility on the promises we make and care about everything we do.
One of our key strengths and differentiators is our commitment to deliver a service that consistently exceeds our clients expectations. We achieve this by seeking regular feedback from clients which helps us ensure our proposition remains relevant, compelling and delivers their objectives.
We believe in the basics of good customer service;
- We do what we say we will do
- We listen to our clients to understand their concerns, aims and objectives and then shape solution’s to address and deliver these.
We do not advertise for business. If we do things exceptionally well for our clients they will tell others. This is and always has been our ’marketing plan’.
Corporate Advisers
Desk Based Account Advisers
Support Staff
Kellie Cresswell
Kellie Parnham
Heather Reid
Janice Stent