For a long time, many of you have expressed a wish that all your financial affairs could be conducted through a single central hub but only where the service provided is focused on you and not on profit and where high levels of expertise and professionalism are taken as read. Some of the suggestions you have made are now being acted upon (see below) and we will shortly be undertaking a detailed survey to obtain a better understanding of other needs not currently serviced here at Manse. If you just can’t wait for the survey (don’t laugh) then please send any suggestions you have as to how we can improve what we do to firstname.lastname@example.org.
We have, over the last couple of years, sought to forge partnerships with like-minded firms, allowing us to bring invaluable expertise to all our clients in connected areas. Whilst we await your responses to the forthcoming survey, we are delighted to announce a partnership providing all our clients with access to the services of one of the country’s leading independent general insurance brokers.
Following a period of mutual due diligence and trials, we are delighted to have concluded a preferred partner arrangement with Beaumonts Insurance Brokers. This will provide first class, fee based general insurance and their services will be introduced to you in more detail at your next annual review and in subsequent newsletters. Of course you don’t have to wait until your next review if you have general insurances (personal, motor, commercial, business, for example) due for renewal. Simply pick up the phone to your adviser here at Manse and we can put you in touch with the relevant person, happy in the knowledge that the service you receive will meet the highest of standards.
We are also delighted to welcome former Chief Executive of the Skipton Building Society, John Goodfellow, to Manse Capital as Adviser to the Board. John’s lengthy experience and understanding of the financial services world will undoubtedly help us develop our services and ensure we remain ahead of the game. As one of less than 20 firms in the UK that are both Accredited (by the Institute of Financial Planning) and Chartered (by the Chartered Insurance Institute), we are rightly proud of our achievements to date but know that we cannot rest on our laurels. If we are to remain at the forefront of what we do we must have the right people working with us.
Welcome also to our newest member of staff Jack Dawson. Jack joins us as a Client Relationship Manager, as he begins what we expect will be a long and successful career in Wealth Management. For those of you thinking ‘where do I know that name from?’, if you have seen the film Titanic, Jack Dawson is the lovestruck stowaway played by Leonardo DiCaprio. Welcome to Manse Jack!