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.
Client software
We are investing in new software which will enable our clients to take a more interactive approach to their investments and Life Plans.
Shortly they will be able to log on to view their investments, update their personal details and attitude to risk.
They will also have control of life plans, allowing them to test different scenarios. This is a positive move in an ever more mobile world.
Our changes reflect the fact that clients are looking for something more from their adviser – they no longer want just a trusted wealth manager but a “trusted adviser” who can guide them and be a source of support and advice not only on how to run their financial matters but on how they can achieve their and their families goals and ambitions.
It’s an exciting time in the wealth management industry, and at Carrington Investments, we are excited about the future; the futures of our business, our team and, key to all that, the futures of our clients.
