Three key ways to take financial planning forward: Carrington
By Mark Battersby, 7 Aug 17
In the latest of a series of insights from financial advisers across the world, Mike Hodges, managing director of UK-based Carrington Investments, sets out three initiatives his firm is taking to build the business along best practice lines.
Our approach to working with clients
In response to clients’ needs, Carrington’s service is constantly evolving. Over recent years it has taken on a more holistic, client centric approach, which focuses on their individual needs, goals and lifestyles.
When profiling a client, we don’t just look at their assets and attitude towards risk with the objective of selling a product.
Instead our approach is led by a discussion on life planning, followed by financial planning and lastly product advice, which enables us to have an in-depth understanding of our clients and their families, allowing us to offer solutions which support their future goals and ambitions, while meeting the needs of their current lifestyle.
We neither cold call nor actively market our services in a traditional “marketing” sense. New clients are referred to us by existing clients or by our network of trusted professional connections with whom we actively spend time developing very close working relationships.
We are a team of eight and there are plans for expanding in response to company growth achieved over the last six months.
