Our Reputations Are What Unite Us ...
As a professional accountancy practice or solicitor, you'll no doubt concur that your reputation counts for everything. It’s the hidden yet invaluable asset on your balance sheet. It stands out like a beacon, attracting clients to you. It sets you apart from your competitors. Your reputation means that clients feel comfortable and safe, even privileged to be working with you. Your reputation builds client loyalty and leads to recommendations.
The likelihood is that you have built your reputation on your unwavering and consistent ability to deliver exemplary standards of customer service to your clients. You stand in the shoes of your clients and you look at the landscape through their eyes. You're naturally very protective of your client base.
And that's why you can't recommend just any independent financial advisor to your clients before you can be satisfied without reservation that they can deliver consistently to your exacting standards, that you can trust them completely, and that their reputation is on a par with yours.
This has been underpinned by a current report from JP Morgan Asset Management, some of which is quoted below:
"The vast majority of accountants and solicitors say they sourced the IFAs they work with through personal or professional recommendation. Firms that have been recommended that have a strong local reputation and profile are also likely to come onto their radar.... When assessing an IFA to work with or recommend, both solicitors and accountants put a very high emphasis on recognised professional qualifications. A strong cultural and personal fit with the professional’s own firm is also a strong deciding factor - especially among accountants."
We have built a strong and unwavering reputation with local accountancy and solicitor practices like yours.
In the last four years, Ashley Law Crawley Independent Financial Advisers have formed strong and enduring mutually beneficial relationships with local accountancy practices and solicitors. Our reputation, built over many more years is as important to us as yours is to you. When you meet with us you will see that our technical knowledge, experience and standards of conduct are on a par with yours. Because we only build relationships with those local accountants that share our values and operating ethos they stand the test of time and deliver value.
In a marketplace where it can seem that there are many independent financial advisers to choose from, Ashley law Crawley are in an elite band. Our principal Tracey Evans holds high levels of industry qualifications. She is one of just 5 women throughout the United Kingdom studying to become a fully accredited Kinder Life Planner. This means that Tracey can offer a Life Planning Service in addition to Cash Flow Modelling, Traditional Financial Planning and Enhanced Financial Planning.
Business clients are appreciative of the fact that Tracey also has 20 years experience in benchmarking employee benefit packages and negotiating bespoke provider solutions to clients and optimise cost and service. Tracey is ably supported by a dedicated and qualified team, based in serviced offices in the heart of West Sussex.
If you are interested in finding out how we could potentially work together for mutual benefit, please contact us to arrange an informal meeting.