ONE OF THE THINGS THAT MAKES US DIFFERENT – AND REGULARLY WINS THE PRAISE OF OUR CLIENTS – IS THE FANTASTIC BACK OFFICE SUPPORT PROVIDED BY OUR DEDICATED TEAM OF ADMINISTRATORS AND PARA-PLANNERS.
FROM MODERN HEAD OFFICES AT THORNABY, STOCKTON-ON-TEES, OUR PERMANENT TEAM OF SUPPORT STAFF DEAL WITH THE DAY-TO-DAY WORK OF KEEPING OUR OPERATIONS SMOOTH, STREAMLINED AND AS PROFESSIONAL AS YOU’D EXPECT FROM A FIRM WITH A REPUTATION LIKE OURS.
As well as handling client enquiries quickly and efficiently, these key individuals help our advisers with organisational and admin support that often draws on their own knowledge of the financial services sector.
We’ve invested heavily in this team and their development because we know it’s the kind of thing that makes a real difference to the success of our service and our relationships with clients. After all, unbeatable financial advice is one thing, but it’s our accessible, responsive and highly efficient service that clients often say really sets us apart.