We want to be in front of clients and delivering outcomes and experiences for them that they value and love.
Running a financial planning business is necessarily complicated and requires a great deal of technical knowledge and ‘behind the scenes’ activity that goes towards delivering an excellent service to our clients.
We have recently employed the services of a paraplanning company. They carry out much of the research and ‘number crunching’ for us so that we are freed up to deliver a valuable service. They are highly trained, professional and buy in to the ethos and objectives of our business.
This is another example of how Brighton Financial is developing. We want to deal with client issues and needs quickly and efficiently and employing the services of a paraplanning company will help us to do this.
Onwards and upwards………………..!!!