I am very pleased to announce two brand new features of our service that have been launched today:
- Our first Monthly E-mail Bulletin rolled out today at 1pm.
- Our first Quarterly Newsletter which you can find a link to at the top of the page.
This marks our commitment to bring things to our clients that we feel will be of interest and of use, be it information on current legislation, tax changes that may affect them or something personal to their individual circumstances.
We feel it is right that we try and improve the service, information and general all-round experience that our clients have when dealing with us.
I was talking to a number of advisers yesterday and a surprisingly common topic was the agreement that far too many IFA’s were using the Retail Distribution Review as an excuse to move existing clients on to a platform and charge 1% pa fund based commission going forward and forget about them.
The key point is that there was no change in administration service, no added value services and no change in advice offered but typically a big increase in cost.
I don’t think people are that stupid and many are very wary (& weary) of having the same service dressed up in a bow and played back to them as an enhanced and more expensive version of the same thing.
There is nothing better than having a client tell you that they value what you do and that they think your service is great value for money.
I hope to develop the Monthly E-mail, the Quarterly Newsletter and this blog to enforce our position as experts and provide the reader with something that they can turn to for information on all aspects of their plan on an ongoing basis.
If you haven’t already, please enjoy the Newsletter and don’t forget to check back on this blog for more on Wednesday.
Roland Oliver
27th February 2012